Keep sales ops' CRM revenue accurate after job completion

Sales ops miss job completion updates, causing misattributed revenue and stale quote status. It keeps CRM lead value and quote status current so reps and ops trust pipeline data.

Overview

Missed job completions cause misattributed revenue and unreliable pipeline reporting for sales ops. This flow updates CRM lead sales value and quote status from completed jobs, eliminating manual reconciliation and restoring accurate pipeline visibility. Ops and reps get dependable reporting and clearer revenue attribution.

Notable Features

Update lead sales value
Mark lead quotable after completion
Add completion date to CRM