Advance deals to quote stage from emailed estimates

Your emailed estimates don't move deals forward, leaving reps without value context and delaying outreach. This updates deal stage and amount so reps can follow up same day.

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Overview

When estimates are emailed but your pipeline doesn't reflect that activity, reps and campaign managers lose revenue signals and attribution gets messy. This flow moves emailed estimates into deal records so reps see value context and campaign reporting updates same day.