Update post-demo lost leads with quote value in CRM
Update post-demo lost leads with quote value in CRM
Your post-demo leads arrive without quoted amounts or quotable status, which skews attribution. Keep leads updated with quote values and quotable flags so reporting is accurate for daily runs.
Overview
When post-demo leads aren't flagged with quote values, attribution and campaign reporting go stale and optimization stalls. This flow finds the lead, writes the quoted amount, and flags quotable status automatically, giving campaign managers accurate data for daily reporting and faster decision making.