Update opportunity budget fields from incoming pricing data
Update opportunity budget fields from incoming pricing data
Your opportunity budgets miss pricing updates, leaving proposals and forecasts out of sync. Write pricing and fee fields to the opportunity so forecasts and proposals reflect current numbers fast.
Overview
When pricing exports don't make it into Opportunities, forecasts and proposals drift and reps work off stale numbers. This flow writes pricing and fee fields back to the matching Opportunity (or its parent) so sales ops and project managers see current estimates within minutes.