Add opportunities from sent quotes without booking links

When quotes go out without a booking link, your pipeline misses prospects and follow-up stalls. This creates assigned CRM opportunities for the booking coordinator so outreach occurs same day.

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Overview

When estimates go out without a booking link, your booking coordinator ends up chasing unbooked prospects and conversion suffers. This flow turns each such quote into an assigned CRM opportunity so staff can follow up same day and capture more residential bookings.