Update deal value and owner from field quote updates
Update deal value and owner from field quote updates
Your field quotes update without updating pipeline deals, leaving amounts or owners incorrect and delaying billing. Keep deal records accurate so coordinators can bill and schedule same day.
Overview
Field quote edits should automatically reflect in your CRM so billing and scheduling teams see accurate amounts and ownership. This flow keeps deal values and owners current so reps and coordinators can invoice and dispatch the same day.