Update won deal and add quote note to CRM
Update won deal and add quote note to CRM
When a customer accepts a quote, your deal record can lack totals or context, slowing fulfillment and invoicing. Update the CRM deal and attach the quote note so fulfillment and billing occur same day.
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Overview
When a customer accepts a quote, this flow flips the deal to won, writes the financials and attaches the full quote so sales, warehouse, and billing have context. That means same-day fulfillment readiness and far fewer missed invoices.