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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.

Round deal value to whole number on quote stage

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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.

Round deal value to whole number on quote stage