Update deal record with services and software values
Update deal record with services and software values
Deal stage changes often lack line-item splits, leaving reps and ops without product-level economics. This fills services and software fields so sales and finance act on accurate deal values same day.
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Overview
When deals move stages, product-level economics must follow — otherwise forecasting and commissions become unreliable. This workflow computes a service versus software split and writes those amounts to the deal so sales and finance have accurate values within minutes.