Customer portal
Quote rejected → loss analysis
Notifies sales, opens the call task and sends management that customer's pattern of rejections according to Neo.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Customer portal |
| Starts with | Quote rejected from the portal |
| Integrations used | Slack |
| Steps | 4 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Post a message | Notify sales | |
| 2 | Create task | Create the call task | |
| 3 | Ask the AI | Ask Neo for the pattern of rejections | |
| 4 | Send email from Filmo | Send the analysis to management |
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