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Update deal line items into deal record fields

Update deal line items into deal record fields

Your deals lose line-item detail after stage changes, leaving proposals and forecasts incomplete. Keep product, quantity, and price on the deal record so reps can quote accurately same day.

Update deal line items into deal record fields

Overview

Missing line-item data after a stage change breaks proposals and forecast accuracy; this flow pulls associated items into the deal record so reps always see product, quantity, and price. That reduces back-and-forth and lets you deliver accurate proposals same day.

Update deal line items into deal record fields