Keep sales ops board updated with estimate changes

Sales ops lose updated estimate totals and customer info, causing stalled follow-ups and unclear pipeline visibility. Updates the sales board so reps follow up with accurate totals.

Overview

Outdated estimate numbers make reps pursue the wrong priorities and blur pipeline accuracy. This workflow pushes updated estimate totals and job/customer details to your sales board, eliminating manual updates and enabling reps to start accurate follow-up. The result is clearer pipeline visibility and fewer missed follow-ups.

Notable Features

Update sales board on estimate change
Add job and customer details
Recalculate totals and taxes