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Update CRM to closed won when quote accepted

Update CRM to closed won when quote accepted

Your accepted quotes aren't tracked in CRM, delaying revenue recognition and follow-up by account executives. This creates or updates deal and contact records so sales can act on wins the same day.

Update CRM to closed won when quote accepted

Overview

When a customer accepts a quote, your pipeline must reflect that win immediately. This flow creates or updates the deal and contact and marks the opportunity closed won so revenue ops and account executives see wins the same day.

Update CRM to closed won when quote accepted