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Update deal amount less GST on CRM deal record

Update deal amount less GST on CRM deal record

Your deals lack pre-GST totals when fees change, causing invoice and report mismatches. Get pre-GST deal amounts updated so invoices and revenue reports are correct before billing.

Update deal amount less GST on CRM deal record

Overview

Inconsistent pricing fields cause manual reconciliation, delayed invoices, and noisy revenue reports for owners and finance coordinators. This flow recalculates pre‑GST deal totals and writes them back to the deal record within minutes, so invoices and revenue reports are accurate before the next billing run.

Update deal amount less GST on CRM deal record