Update quote records in KPI sheet from new quotes

Your quote records don't reach the KPI workbook, leaving lead source and status untracked for reporting. Keep the sheet updated so campaign managers can review quotes and attribution same day.

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Overview

When quote data doesn't flow into your KPI workbook, attribution and weekly reporting become manual and error-prone. This workflow writes formatted quote fields into the central KPI sheet so marketing coordinators can produce accurate pipeline reports and review leads the same day.