Add configured line items when deal stage changes
Add configured line items when deal stage changes
Your deals lack consistent product lines when reps move stages, causing incorrect quotes and reconciliation delays. Add preset line items to deals, so quotes and handoffs stay accurate same day.
Overview
Missing line items on deals break quotes and slow revenue handoffs. This flow ensures every configured product and price is appended to the deal immediately after a stage change, so reps and ops have accurate quotes and handoffs same day.