Populate warranty term on deals from module selection
Populate warranty term on deals from module selection
Your deal records miss warranty terms after module updates, creating quoting mistakes and handoff gaps. This populates the warranty field automatically so reps and ops have correct terms same day.
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Overview
Module selections often change late in the pipeline and warranty terms can fall out of sync, stalling quotes and handoffs. This flow writes the correct warranty to the deal automatically so reps and sales ops see accurate terms within minutes for same-day quoting.