Keep sales pipeline accurate so reps see pricing

Sales reps miss follow-ups when estimate updates don't reach the pipeline, leaving pricing stale. It updates pipeline rows and the job record so reps see current status and pricing.

Overview

Outdated estimates cause reps to chase wrong pricing and stall pipeline progress. This workflow writes estimate details into your pipeline spreadsheet and updates the job record so reps and managers always see correct status and pricing, enabling faster follow-up and fewer missed opportunities.

Notable Features

Write estimate fields to spreadsheet
Update job record status
Notify reps of estimate changes