Add qualified opportunities to quote worksheet for review

Opportunity probability changes leave quotes unprepared because records aren't added to your quoting workflow. Add qualifying opportunities to a shared quote worksheet for same-day pricing.

Overview

When probability fields move, quote prep can slip and pricing windows close; this flow captures qualifying CRM opportunities into a single quote worksheet so sales ops and account managers always see the deals that need pricing. That means fewer handoffs and same-day pricing and assignment ahead of review cycles.