Thread by Emilee Crocker (1 reply) | Slack Archive
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Started by Emilee Crocker • May 27, 2025 8:12 PM
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May 27
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Emilee Crocker8:12 PM
I'm looking for a solution to automatically add defined line items to a deal when a new deal is initiated - we have 5 deal options with specific line items that need to be included depending on the deal type. Are there any tools or resources suggested to do this?