Update deal consultancy hours from updated line item
Update deal consultancy hours from updated line item
Your deals miss consultancy hour updates when linked line items change, leaving account managers without billing-ready totals. Update deal consultancy totals automatically so billing teams have correct numbers same day.
Overview
Stale consultancy-hour totals create quoting and billing friction for account managers and revenue operations. This flow finds the deal tied to any consultancy line item, recalculates the consultancy total, and writes the corrected value back to the deal so teams see accurate numbers the same day.