Update deals forecast when a deal is paused
Update deals forecast when a deal is paused
Your deal records switch to a paused stage without forecast updates, causing inaccurate pipeline reports and missed collection follow-ups. This keeps forecasts current ahead of monthly close.
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Overview
When deals move into a paused stage your forecast quickly goes out of date and finance can’t rely on pipeline reports. This flow keeps the Deals Forecast base aligned with CRM changes so forecasting managers and account leads see updates within minutes and can act before the next monthly close.