Update advancement deal record when original deal changes
Update advancement deal record when original deal changes
Opportunity updates don't cascade to linked advancement deals, leaving owners with stale pipeline context. Align linked advancement records so reps and sales ops see current deal status within minutes.
Overview
Source opportunity edits often leave linked advancement deals out of date, forcing owners to chase context. This workflow keeps the secondary opportunity aligned with the source so reps and sales ops have accurate deal details and can act within minutes.