Update lead sales value when deal closes won
Update lead sales value when deal closes won
Closed Won deals leave lead records with stale sales values, delaying billing and skewing forecasts. The lead value is updated automatically so finance and sales have accurate revenue data within minutes.
Overview
When deals close, your CRM must show the final revenue figure for accurate forecasting and billing. This flow updates lead records with the closed sales value and quotable flag, aligning forecasts and speeding billing handoffs within minutes.