Update lead record to mark quotable for sales
Update lead record to mark quotable for sales
Your leads linked by external IDs often lack a quotable flag, leaving sales unsure which prospects are ready for proposals. Automatic flags route vetted leads to reps for outreach same day.
Overview
Manual verification of external IDs wastes selling time and delays proposals. This flow finds matching leads, confirms the match, and flags them as quotable so reps receive vetted prospects and can act same day.