Keep sales reps’ lead quotes accurate for follow-up

Sales reps lose deals when field quotes don't update lead records, causing inconsistent proposals. This workflow flags quotable leads and updates consolidated quote values for accurate follow-up.

Overview

Unreconciled field quotes create proposal mismatches that let deals slip and distort forecasts. This workflow keeps lead records current with consolidated quote values, so reps follow up with correct proposals and pipeline accuracy improves.

Notable Features

Flag leads as quotable
Consolidate field and CRM quotes
Notify sales reps of updates