Set quotable lead flag from CRM deal updates
Set quotable lead flag from CRM deal updates
Your deals lack linked conversion info, leaving quoting teams with unvalidated contacts. It marks those leads quotable so coordinators can start outreach same day.
Overview
Deals missing conversion context delay quoting and waste reps' time. This flow automatically marks the matching marketing lead as quotable when a CRM deal links to a conversion, so quoting coordinators can begin outreach the same day. That reduces manual handoffs and gets proposals started faster.