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Update deal and add refund note to CRM

Update deal and add refund note to CRM

Your deals list wrong totals when refunds aren't recorded, skewing forecasts and commissions. Benefit: deals are corrected and annotated with a refund note within minutes.

Update deal and add refund note to CRM

Overview

Refunds that never reach your CRM distort pipeline and break commission calculations. This flow updates deal amounts and appends a dated refund note so sales ops and revenue leaders see corrected deals and forecasts within minutes.

Update deal and add refund note to CRM