Mark leads as quotable when deal updated in CRM
Mark leads as quotable when deal updated in CRM
Your CRM deal updates often don't reach lead tracking, so prospects lack quote context and outreach stalls. Leads are marked quotable with correct quote values, enabling proposal teams to act same day.
Overview
When CRM deals change, quote-ready lead data can fall out of sync and proposals get delayed. This flow aligns deal values to lead records so proposal managers and account executives have quote-ready prospects and can respond same day.