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Update opportunity status when task moves to quoted

Update opportunity status when task moves to quoted

Your opportunity records fall out of sync when task cards move, causing billing delays and handoff confusion. Keep records aligned so billing and operations act same day.

Update opportunity status when task moves to quoted

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Overview

When deal board items move to quoted, your canonical opportunity table must reflect that immediately to avoid billing gaps. This flow updates records and syncs timestamps so billing and sales can invoice and follow up same day.

Update opportunity status when task moves to quoted