FSG
Search projects, vendors, invoice #s, scope…
⌘
K
New
6
MP
Morgan
Operations Admin
Home
Inbox
6
Tasks
Projects
More
Outreach
Sequences
RFQ follow-up (vendors)
RFQ follow-up (vendors)
Operational program
5 steps · ~6 days end to end
Active
Test send to me
Builder
Enrollments
4
Exit rules & settings
Trigger
Vendor quote requested
4 enrolled
Wait 2 days
· day 2
Step 2 · Email · day 2
Reminder: quote for {{project.number}} — {{section.title}}
Sent
61
Opened
48 · 79%
Replied
29 · 48%
Single variant
A/B test
Wait 2 days
· day 4
Step 4 · SMS · day 4
SMS: still need your number on {{project.number}} — reply with amount or call Morgan
Step 5 · Call task · day 6
Task: call vendor
End · exits on: Quote received · Vendor declines · Section removed