Update lead sales value from finished jobs for reporting
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.
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.