Update deal with latest quotation number and details

Your quote numbers scatter across items and sheets, forcing sales to look up history manually. Keep the deal record updated with the highest quote and key fields for same-day outreach.

Overview

Quote numbers living across boards and sheets force reps into manual lookups and slow responses. This flow consolidates the highest quote and key client fields onto the deal record, giving reps accurate context for same-day outreach and cleaner handoffs.