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Update opportunity product list and project task fields

Update opportunity product list and project task fields

Your opportunity products and tasks fall out of sync when a product is added, leaving revenue teams without clear deal context. Keep product lists and task fields aligned so teams can act within minutes.

Update opportunity product list and project task fields

Overview

When a product is added to a deal, revenue and marketing ops need unified deal context to act fast. This flow appends the product to the opportunity record and updates project task selections so campaign and deal owners have accurate context within minutes.

Update opportunity product list and project task fields