Update customer records and tracker when estimate is sent

Your sent estimates aren't captured centrally, causing missed follow-ups and handoff confusion for support. It keeps the quote tracker and contact stages aligned so reps follow up same day.

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Overview

When estimates go out, support often loses track of customer context and replies lag; this flow captures quote sends into your central tracker and updates contact stages for timely handoffs. Reps get current quote status within minutes, enabling same-day outreach and clearer SLAs.