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Update CRM deal and note when quote is sent

Update CRM deal and note when quote is sent

Sent quotes not logged in CRM leave your team without pricing and acceptance context. Keep deals updated with quote links and totals so follow-ups happen same day.

Update CRM deal and note when quote is sent

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Overview

When you send a quote, make sure the deal and contact reflect that proposal the same day so follow-ups and scheduling aren't delayed. This ties quoted totals and proposal links directly into the CRM, giving owners and technicians the immediate context they need to act.

Update CRM deal and note when quote is sent