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.
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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.