‹ Back to workflows
Quote Follow-Up
✎
Workflow is OFF
Review and publish
⚠ Alerts
📊 Details
◎ Set goal
Actions
Settings
Goals
Changes
👥 Enroll
⚛ Test
More
▸ Show minimap
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50%
👤
Enrollment trigger
Enroll when
Quote create date
is known.
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⌛ 1. Delay
Actions ▾
2 days
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⚙ 2. If/then branch
Actions ▾
Branch on
quote approval status
Pending approval
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✉ Send email
Actions ▾
Automated reminder
END
Rejected
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📢 Notify
Actions ▾
Internal email to owner
END
Approved
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📢 Notify
Actions ▾
Internal email to owner
END
None met
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☑ Create task
Actions ▾
Update quote status, assign owner
END
Keeps quotes moving with reminders and internal alerts.