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Update lead quote values from sent estimates in CRM

Your sent estimates aren't recorded on leads, leaving reps without price context. It updates the lead's quote value and date so you get accurate pipeline context within minutes.

Update lead quote values from sent estimates in CRM

Overview

Estimates sent to prospects often arrive without price context in the CRM, leaving reps and pipeline reports blind to deal value. This flow writes a computed quote total and date back to the lead so sales ops and account managers see price context within minutes and can prioritize outreach.

Update lead quote values from sent estimates in CRM