Update accepted quote status on CRM deal record
Update accepted quote status on CRM deal record
Quote acceptances arrive without updated deal status, leaving reps unsure to schedule installs or bill. It updates the deal to accepted and alerts operations so scheduling and billing proceed same day.
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Overview
When customers accept a quote on your site, your reps and billing team need that reflected immediately to avoid lost days and confusion. This flow updates the deal to accepted and surfaces it to operations, so installs can be scheduled and invoices issued the same day.