Keep sales ops' leads updated with sent quote totals

Sales ops specialists miss sent estimate totals when those updates aren't recorded, causing reps to follow up with outdated quotes and stalled opportunities. This appends estimate totals and dates to the matching lead, ensuring reps have accurate quote data for follow-up.

Overview

Missed or stale quote updates leave reps chasing outdated numbers and risk losing deal momentum. This workflow writes each estimate total and date onto the lead record so sales ops can trust CRM quote data, dramatically reducing missed follow-ups and manual updates.

Notable Features

Append estimate totals to leads
Record estimate date on lead
Notify reps of updated quotes