Update deal stages and add notes from sheet updates
Update deal stages and add notes from sheet updates
Your quote sheet updates don't reach CRM, leaving reps without deal-stage or shipping context for samples. Keep deal stages and timestamped notes current for same-day sales follow-up.
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Overview
Stop deals stalling because quote status changes never reach CRM. This flow updates deal stages and logs contextual notes directly from your quote sheet so reps see sample and shipping context for same-day outreach.