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Update opportunity close date from scheduled follow up activity

Update opportunity close date from scheduled follow up activity

Your follow-up activities with future dates can leave opportunity close dates out of sync. This writes the follow-up date to the opportunity so reps and forecasts stay aligned the same day.

Update opportunity close date from scheduled follow up activity

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Overview

When scheduled follow-ups and opportunity close dates drift apart, your pipeline and forecasts become unreliable. This flow keeps close dates in sync with scheduled follow-ups so reps act on correct timing and managers see aligned forecasts before review cycles.

Update opportunity close date from scheduled follow up activity