Skip to content

Update lead sales value from finished jobs for reporting

Your completed jobs aren't linked to leads, leaving revenue untracked and reports incomplete. You get accurate lead-level sales values for same-day reporting and rep follow-up.

Update lead sales value from finished jobs for reporting

Overview

Field job completions should feed revenue back into CRM so marketing and sales see real ROI. This flow writes finished-job totals onto lead records, giving campaign managers and sales ops accurate attribution and reps same-day sales context for follow-up.

Update lead sales value from finished jobs for reporting