Update deal amount using former trustee fees calculation
Update deal amount using former trustee fees calculation
Your CRM deals show outdated amounts after former-trustee fee updates, causing misquoted proposals and confused reps. Update deal amounts automatically so pricing is accurate ahead of pipeline reviews.
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Overview
Stale legacy fee fields leave pipeline values wrong and reps quoting with inaccurate amounts. This flow recalculates and updates deal amounts automatically so sales managers see corrected pipeline values within minutes, reducing pricing errors before reviews.