Update quote log with linked CRM quote record

Your quote log rows often lack a linked quotation, leaving proposals without owner or billing IDs. Gain linked quote context and owner fields populated for same-day follow-up.

Overview

Orphaned quote rows force reps and ops into manual lookups and slow proposal turnaround. This flow links new quote log entries to their matching quotation records and fills owner and billing fields, so sales ops can act same day.