Forgive me for interjecting. Do you really want to send the guidelines just because they submit a quote? Wouldn't you rather wait till it's contracted? Maybe even add them to the contract details?
Forgive me for interjecting. Do you really want to send the guidelines just because they submit a quote? Wouldn't you rather wait till it's contracted? Maybe even add them to the contract details?
I made an adjustment to your filter to Lead Create Date rather than Lead Create Date/Time. This should allow the automation to work more accurately.
I made an adjustment to your filter to Lead Create Date rather than Lead Create Date/Time. This should allow the automation to work more accurately.
Forgive me for interjecting. Do you really want to send the guidelines just because they submit a quote? Wouldn't you rather wait till it's contracted? Maybe even add them to the contract details?
Forgive me for interjecting. Do you really want to send the guidelines just because they submit a quote? Wouldn't you rather wait till it's contracted? Maybe even add them to the contract details?
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