Mark deal-linked leads as quotable for sales follow-up

Your CRM deals arrive without synchronized lead status, leaving reps unsure which inbound leads are ready for quotes. Mark matched leads as quotable so teams can send proposals same day.

Overview

Stop leaving quote-ready leads buried in deal records; this flow ensures matched leads are tagged as quotable so reps instantly know which prospects to prioritize. That visibility lets account managers send proposals the same day and shorten response times.