Update contact marketing status and deals after quote
Update contact marketing status and deals after quote
Your sent quotes don't update contact status, leaving follow-up disorganized and outreach out of sync. It updates marketing fields, tags SMS contacts, and writes deal values so reps follow up same day.
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Overview
Quotes must update both your marketing audience and deal records or reps chase the wrong priorities. This flow aligns contact status, tags SMS numbers, and records quote totals so your sales and campaign teams can act on quotes the same day.