Keep IT deal consultancy hours accurate for forecasting
Keep IT deal consultancy hours accurate for forecasting
Sales reps miss updated service estimates when consultancy line items change in IT services deals, causing mispriced quotes and poor forecasting. This keeps deal hours accurate for quoting.
Overview
IT services sales reps risk mispriced deals and unreliable forecasts when consultancy hours aren't reflected at the deal level. This workflow updates deal-level consultancy hours so reps quote to actual scope and keeps forecasts aligned while removing manual data entry from the quoting path.
Notable Features
- Update deal consultancy hours
- Filter for consultancy-hours line items
- Notify sales reps on changes