Update opportunity value and status from submitted estimate
Update opportunity value and status from submitted estimate
Your submitted estimates don't update opportunity records, leaving reps without current deal value. Update opportunities so reps have accurate context for outreach the same day.
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Overview
When submitted estimates don't flow into your CRM, reps lack deal value and miss timely outreach. This flow writes estimate totals and status back to the opportunity so reps have accurate context for same-day follow-up and consistent pipeline data.