Set lead status to sent & waiting on quote

Your quote sends don't update lead tasks, leaving proposals untracked and follow-ups delayed. This sets lead status to 'Sent & waiting' so you can prioritize outreach same day.

Overview

Quotes often leave lead records stale and force manual status updates by the owner. This flow updates lead task status automatically when a quote is sent, so your small team can prioritize outreach and act on proposals the same day.