Update lead with indicative quote from worksheet record

Your loan leads arrive without a calculated quote after status changes, leaving reps with incomplete pricing for follow-up. Reps receive updated quote context in the lead same day.

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Overview

When leads reach repeated contact attempts, reps often lack precise pricing and spend calls estimating figures. This flow computes quote values, writes them into the lead record, and ensures reps have accurate quote context same day so follow-ups are faster and better informed.