Mark assembly as won and update opportunity records
Mark assembly as won and update opportunity records
Accepted assembly quantities aren't getting into opportunities, leaving revenue and campaign attribution out of date. This keeps opportunity revenue and quote fields accurate same day.
Overview
For marketing ops and revenue leaders, assembly acceptance that doesn't flow into opportunities breaks attribution and delays reporting. This flow closes the assembly, writes winning quote details to the opportunity, and posts labor data for pricing so your pipeline and campaign reports reflect closed‑won revenue within minutes.