commercial · active

Cliffs SNX-450 Quote Follow-up

Follow up on Odoo quote for Burns Harbor volume commitment.

Owner

John

Due

2026-07-12

Progress

40%

Customer ProgramOdoo: odoo-lead-cliffs-expand

Workflow Builder

Stages, tasks, dependencies, and M365 attachments

Review

Quote analysis

Task 1

Review Quote Status

Check Odoo quote status and validity.

completed

Owner: Sarah Chen

Due: 2026-07-10

Est: 15 min

Task 2

Prepare Follow-up Strategy

Define approach based on quote age.

completed

Owner: Sarah Chen

Due: 2026-07-11

Est: 30 min

Depends on: qf-01

Open module

Engagement

Customer follow-up

Task 3

Customer Outreach

Contact customer regarding quote.

in progress

Owner: John

Due: 2026-07-07

Est: 45 min

Depends on: qf-02

← Current step

Task 4

Address Objections

Handle pricing or technical objections.

pending

Owner: Sarah Chen

Due: 2026-07-13

Est: 60 min

Depends on: qf-03

Close

Win or learn

Task 5

Update Pipeline

Record outcome in Commercial Workspace.

pending

Owner: Sarah Chen

Due: 2026-07-14

Est: 20 min

Depends on: qf-04

Open module

History

No history yet

Connected Workspaces

Customer Commercial Knowledge Microsoft 365

Odoo: odoo-lead-cliffs-expand

AI Hooks

Placeholder — no API calls

Suggested Next Task

Complete "Customer Outreach" — Log Outlook email ref. Schedule meeting if needed.…

/api/integrations/ai-assistant/workflows/suggest-next-task

Risk Detection

No elevated risks detected.

/api/integrations/ai-assistant/workflows/risk-detection

Workflow Summary

Cliffs SNX-450 Quote Follow-up is 40% complete at step "Customer Outreach". Owner: John. Due 2026-07-12.

/api/integrations/ai-assistant/workflows/summary

Executive Brief

Workflow active: Follow up on Odoo quote for Burns Harbor volume commitment.… Key milestone due 2026-07-12.

/api/integrations/ai-assistant/workflows/executive-brief