Update lead quote and sales value from estimates
Update lead quote and sales value from estimates
Your estimates lack CRM quote or sales value, leaving reps without deal size context and slowing next steps. Reps can prioritize outreach same day when leads include quote and sales value.
Overview
When estimate totals aren't visible on lead records, reps lose deal context and outreach stalls. This flow writes quote and sales values into leads so reps see deal size within minutes and can prioritize same-day follow-up.