Update lead revenue when a quote status becomes confirmed
Update lead revenue when a quote status becomes confirmed
Your confirmed quotes lack linked attribution in lead records, leaving marketing without closed-sale context. Sync quote totals to lead profiles so reports reflect closed revenue same day.
Overview
When confirmed quotes never reach your attribution records, campaign ROI and channel decisions lack closed-sale clarity. This flow attaches quote totals to the originating lead so marketing sees closed revenue the same day, improving reporting and campaign decisions.