Update deal line-item summary when product items change
Update deal line-item summary when product items change
Your deal line-items may miss SKU or quantity updates, leaving quotes and invoices without product context. The deal summary is updated so sales and billing have accurate quoting before day-end.
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Overview
Stale deal line-item details cost time and cause quoting or invoicing mistakes. This flow keeps each deal's consolidated product summary accurate so reps and billing work from the same SKU and quantity context, enabling correct quotes and same-day invoicing readiness.