Update deal stage and value after quote sent
Update deal stage and value after quote sent
Your sent quotes can leave deals in the wrong pipeline stage, delaying follow-ups and forecasts. Update CRM deal stage and value automatically so reps see accurate pipeline data same day.
Overview
Proposals should move your pipeline, not sit as stale artifacts. This workflow updates deal stage and quoted value automatically and pins the proposal link to the deal, so managers and reps see real pipeline changes same day.