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Update deal custom fields from associated line items

Update deal custom fields from associated line items

Your deals change stage without product or solution entries, leaving reps without purchase context. Populate those deal fields from line items so sales ops have complete records same day.

Update deal custom fields from associated line items

Overview

Deals often move stages without consolidated product or solution details, forcing reps to hunt for context. This flow pulls associated line items and enriches deal properties so sales ops and reps see full deal context and act faster, with updates appearing within minutes.

Update deal custom fields from associated line items