About the delivery
ProsessPilotene delivered Sequences for E.A. Smith AS (2024).
Set up sequences for automated tasks and reminders for salespeople who need help following up on quotes
Oops. Had to move away from quotes due to a limitation in “My Work List” — see the limitations tab. Switched to using sequences for opportunities instead of quotes.
The solutions
- Sequences
Area and keywords
Sales
Automation,Sequences
Limitations
“My work list” items are only generated for active (?) rows. For EAS, quote rows are created through the API with the status “Active - In Progress,” which is a read-only status. Therefore, quotes could not be used.