Update opportunity stage when a card needs quote
Update opportunity stage when a card needs quote
Your quote-request cards on the job board leave opportunities unchanged and delay estimators' handoffs. You get CRM opportunity stages updated for same-day visibility and faster quotes.
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Overview
Quote-request cards can leave deals stuck at outdated stages, costing estimators and account managers valuable time. Keep opportunity stages aligned with your job board so your team gains same-day visibility and faster quote handoffs.