Create opportunity when quote is marked sent to pipeline
Create opportunity when quote is marked sent to pipeline
You miss jobs when field quotes are marked sent but never reach sales, leaving opportunities untracked and reps unprepared. Create pipeline opportunities automatically so reps follow up same day.
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Overview
When quotes are sent from your job system they should create actionable pipeline entries instead of disappearing into admin. This workflow ensures opportunities appear in the sales pipeline with customer context so reps can follow up the same day.