Update lead record with customer quote response and notify owner
Update lead record with customer quote response and notify owner
Your quote replies arrive without updating lead records, leaving sales reps without approval status or customer context. Keep leads current and notify owners so follow-ups happen same day.
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Overview
When customers reply to quotes, your reps need immediate context to act — not manual updates. This flow writes the reply to the lead, logs a comment, and pushes an owner notification so follow-ups happen same day and opportunities stay active.