Mark source leads as quotable from deal updates
Mark source leads as quotable from deal updates
Your deals lack synced source flags, so marketing and sales can't see which prospects are ready for quotes. It marks leads quotable on the marketing record so you can price and follow up same day.
Overview
Keep marketing-sourced lead flags accurate and ensure pricing teams see which prospects are quotable as soon as deal data changes. This reduces delay between qualification and quoting and gets quotes in front of prospects same day.