Create pricing record from analysis calculator for lead
Create pricing record from analysis calculator for lead
Your calculator updates don't create pricing records, leaving account managers without fee details. Create linked pricing entries automatically so managers can prepare offers same day.
Overview
When the analysis calculator flags a pricing creation, this flow turns that update into a complete pricing record tied to the lead. That reduces manual handoffs, gives account managers ready-to-send offers, and gets merchant proposals out the same day.