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Update deal payment flags for non-quoted and sold deals

Update deal payment flags for non-quoted and sold deals

Your CRM deals lacking payment flags cause manual fixes and skew pipeline reports. This enforces payment field consistency so sales ops and you get accurate forecasts within minutes.

Update deal payment flags for non-quoted and sold deals

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Overview

Manual cleanup of payment flags wastes sales ops time and corrupts forecasts. This flow writes consistent payment flags to qualifying deals and removes noisy entries from pipeline reports, delivering accurate forecasts within minutes.

Update deal payment flags for non-quoted and sold deals