Update opportunity value when base payment plan is selected
Update opportunity value when base payment plan is selected
Your trial opportunity pricing goes out of sync when reps change a lead's payment plan, skewing pipeline and handoffs. Keep values aligned so sales and finance have accurate forecasts before trial ends.
Overview
When reps choose a customer's billing plan during trial, opportunity records must reflect that choice immediately so forecasts and handoffs stay accurate. Automating value and billing-period updates eliminates manual fixes and gives sales and finance correct pipeline visibility before renewals.