Add Complex Trigger for After Quote is sent OR Lead is closed
We do a lot of quotes from direct bookings. It would be great to set a trigger that activates after a quote is sent. This way we can use it to automatically send a follow-up message to a quote.
Additionally if a lead is closed (or automatic lead close time option is added!) it would be great to send a final message by a trigger that is based on a closed lead!
Patrix Haddad shared this idea