Update deal with completed order and line items
Update deal with completed order and line items
Your completed orders aren't reflected on deal records, causing incorrect totals and delayed billing. Add totals and line items to deals so account managers can invoice the same day.
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Overview
Completed orders that don't land on the deal record create billing gaps and slow handoffs. This workflow writes totals and itemized lines into the deal so account managers and sales ops see accurate numbers and can invoice or hand off the same day.