Update deal title and stage for quote review

Your deals reach quoting without consistent titles or stage updates, so reps miss quote reviews and handoffs stall. This makes quotes visible and actionable same day.

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Overview

When deals enter the quoting flow without consistent titles or stage updates, reps waste time and reviews slip. This flow standardizes titles with a CO prefix and advances deals into quote review, so quote-ready records are visible and acted on the same day.