Mark linked marketing lead quotable from incoming CRM deal
Mark linked marketing lead quotable from incoming CRM deal
Your CRM deals can reference a marketing lead ID while the conversion record stays untagged, causing outreach confusion. Marking the lead quotable keeps reps and campaign managers aligned within minutes.
Overview
When deals reference marketing leads but the conversion record isn't tagged, reps waste time and campaigns misreport. This workflow automatically flags the conversion as quotable so sales operations and campaign managers see aligned status and can act within minutes.