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Update deal with preselected product package pricing fields

Update deal with preselected product package pricing fields

Your deals miss product and price details when external selections arrive, forcing deal owners to update records manually. It fills those deal fields from a product lookup so reps can quote same day.

Update deal with preselected product package pricing fields

Overview

External product selections often land outside the CRM, leaving deal owners to manually patch pricing and packages. This flow writes package, price, and currency details straight onto the deal record so sales managers and reps can produce accurate quotes and move opportunities forward the same day.

Update deal with preselected product package pricing fields