Update lead quote values using job estimate totals
Update lead quote values using job estimate totals
Job estimates living only in your operations system leave leads without price context. Leads get updated quote totals so reps and campaign managers see current pricing same day.
Overview
When estimate totals sit only in operations, reps and campaign managers lack the pricing context they need on calls. This flow writes current quote values to lead records so teams see accurate pricing and prioritize outreach the same day.