Update deal board items when quote records change
Update deal board items when quote records change
Your quote rows don't reach the deal tracker, causing campaign audiences and reports to fall out of sync. Keep deal stages current so campaign managers can act the same day.
Overview
When quote-stage changes don't reach your campaign tracker, audiences and reports drift and outreach gets delayed. This keeps your deal board aligned with the database so campaign managers and marketing ops can segment and launch outreach the same day.