Sales reps: update deal stages from new estimates

Sales reps miss accurate pipeline when estimates remain in accounting, causing stalled follow-ups. This updates CRM deal stages from new estimates so reps prioritize follow-ups.

Overview

Sales reps lose deals when CRM isn't updated after estimates are issued. This workflow ensures CRM deal stages reflect accounting estimates so reps act on the right opportunities, and customers report faster response times and fewer manual updates.

Notable Features

Set deal stage on estimates
Match estimates to existing deals
Notify assigned rep of updates