Update opportunity RFQ and design status from sheet
Update opportunity RFQ and design status from sheet
Your vendor sheet RFQ and design statuses may fall out of sync with CRM opportunities. Keep opportunity fields current so reps and support staff act on accurate status within minutes.
Overview
Keep your CRM opportunity RFQ and design fields aligned with the vendor planning sheet so reps and support staff always see accurate deal context. This reduces follow-up errors and accelerates responses, with updated status available within minutes.