Update sold lead records when quote is approved

Approved field-service quotes don't always update CRM leads, leaving sold dates and pricing missing and delaying invoicing. Keep lead records current so billing and follow-up happen same day.

Overview

When quotes are accepted, your reps and billing staff need sale dates and pricing in the CRM to invoice and schedule work. This workflow writes approved quote details back to Lead records so project coordinators and billing can act same day and avoid downstream delays.