Update sales opportunity when quote is sent to active pipeline
Update sales opportunity when quote is sent to active pipeline
Your sent quotes lack pipeline context, so reps can't prioritize follow-up and deals stall. You get updated opportunities with quote timestamps for faster outreach within the same business day.
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Overview
When sent quotes don't surface in the pipeline, reps waste time hunting for context and outreach windows close. This flow captures quote-last-sent info and updates opportunities so reps see fresh context and can follow up within the same business day.