Update opportunity value and stage from quote sends

You lose pipeline clarity when quote sends aren't tied to opportunities, leaving values and owners out of sync. It updates or creates opportunities so reporting and nurture lists reflect quotes same day.

Update opportunity value and stage from quote sends

Overview

When reps log a quote-send activity your pipeline can end up with missing values and unclear ownership. This flow converts that activity into an updated or new opportunity so reporting and nurture segments reflect sent quotes same day.

Update opportunity value and stage from quote sends