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Update deal and add quote items to CRM

Update deal and add quote items to CRM

Your pending quotes lack product mapping and deal context, causing reps to miss pricing and attribution. You get enriched deals with quote links and a logged activity for same-day follow-up.

Update deal and add quote items to CRM

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Overview

Pending quotes without product lines break deal context and slow both sales follow-up and marketing attribution. This flow enriches the CRM deal with the quote link, mapped products, and a logged activity so reps can act the same day and reporting stays accurate.

Update deal and add quote items to CRM