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Update opportunity stage when quote email is clicked

Update opportunity stage when quote email is clicked

Your quote clicks leave opportunities in the wrong pipeline stage, delaying handoffs and project prep. Updated stages let project managers start onboarding the same day.

Update opportunity stage when quote email is clicked

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Overview

When prospects click a quote, that intent should translate into concrete pipeline movement— not idle records. This flow moves clicked-quote opportunities into the right stage so project managers and sales ops see intent and can start onboarding prep, often the same day.

Update opportunity stage when quote email is clicked