IT: create CRM deals from field service quotes

IT admins can't get field-service quotes into the CRM, leaving sales reps blind and deals at risk. Create CRM deals from each quote so reps start outreach immediately and pipeline stays complete.

Overview

Field-service quotes that never reach the CRM leave sales blind and put deals at risk. This workflow ensures every new quote becomes a CRM deal with quote context and owner assignment, reducing missed follow-ups and enabling faster rep outreach. IT ownership of the flow keeps pipeline records complete and improves visibility for forecasting.

Notable Features

Create CRM deals from quotes
Attach quote details to records
Notify sales reps immediately