Hello
we use the deal pipe line and need to be able to update the deal value later in the process.
Currently we have 4 stages: New, Contacted, Quoted and Won / Lost.
Deal value has to be inserted when the deal is created but we don’t know what the value will be until a quote is done and it may change when the job is secured.
During the quoted phase we have an estimated value and during the won stage we have an actual value.
we have tried updating Deal value from estimated and actual via a web hook and workflow but neither work.
How do I make this work or is there a new feature that could be developed?
thank you