Update lead quote value from proposal status changes
Update lead quote value from proposal status changes
Proposal updates aren't reaching lead records, leaving quote amounts untracked. Keep lead quote fields current so reps and campaign managers act within hours.
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Overview
When proposals change, lead records must reflect current quote amounts so pipeline reporting and attribution remain accurate. This workflow keeps lead quote fields and quote dates up to date and surfaces fresh values to reps and campaign managers within hours, enabling timely outreach and cleaner reporting.