Business owners: update product-only deal summaries after amount edits
Business owners: update product-only deal summaries after amount edits
Business owners see deal amounts keep shipping and tax lines in summaries, causing misquotes during sales reviews. Refresh product-only line-item summaries so reps and revenue ops quote accurately.
Overview
Incorrect deal summaries lead to misquotes and stalled reviews. This workflow ensures deal records show only product items after amount edits, eliminating confusion for reps and revenue operations and enabling accurate quoting and cleaner pipeline reviews.
Notable Features
- Refresh product-only line-item summaries
- Filter out shipping and tax lines
- Notify reps and revenue operations