Update lead sales value from approved proposal record
Update lead sales value from approved proposal record
Your approved proposals aren't pushed to lead records, leaving sales values and quotable status stale for reps. The workflow updates lead value and quotable flag so forecasts and outreach reflect current proposal data same day.
Overview
Stale proposal amounts on leads distort forecasting and slow reps. This flow injects approved proposal revenue and a quotable flag into the lead record, giving Sales Ops and AEs current pipeline data within minutes so outreach and forecasts stay aligned same day.