Update lead quote value when board contact changes
Update lead quote value when board contact changes
You lose pipeline clarity when board lead rows lack phone-validated estimates and a quotable flag. Get updated lead records for marketing ops and account managers to act on within the same day.
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Overview
When lead rows on your project board gain phone numbers and estimates, that context often doesn't make it into the lead system, stalling outreach. This flow pushes formatted phones and quote values into existing lead records so marketing ops and account managers have accurate, quote-ready leads to act on the same day.