Round deal value to whole number on quote stage
Round deal value to whole number on quote stage
Deal values often include cents when moving to quote, confusing agents and skewing reports. Round values to whole numbers so agents and reporting see aligned figures same day.
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Overview
When deals move to quote with fractional values, agents and regional reports can disagree and slow pricing decisions. This flow standardizes deal amounts by rounding and updating the CRM so reps and reporting see consistent whole numbers within minutes.