Update lead quote values when quotes are sent
Update lead quote values when quotes are sent
Your sent quotes aren't copied back to leads, so reps lack pricing context before outreach. It updates lead quote fields so reps get accurate totals the same day.
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Overview
When quotes are marked sent from your job system, pricing often never reaches the lead record and reps call unprepared. This workflow writes quote totals back into lead profiles so you keep follow-up accurate and actionable the same day.