Is this workflow possible in Hubspot?
I'd like to create a workflow to manage the following actions:
KAM creates a new offer and asks for technical help from a Service Consultant > Automatic mail to Service Consultant > Service Consultant replies to the KAM and provides info (loop) > KAM sends the offer document to Service Consultant's approval > Service Consultant replies to KAM and approves the document > KAM sends Acceptance from Client > Triggers e-mail to Service Consultant.
Every action is manual. The goal would be to ensure that the presale process is followed and every associated document is linked or attached to the message. All in a single place (Hubspot). I tried the Workflow option, but can't figure out how to do it as a fully manual triggering process. I appreciate any help!