Map your deal amount to a calculated custom field so it updates automatically — no manual entry.
Before you start:
- Admin permissions required.
- At least one calculated custom field must already exist on your deals. See Calculated Fields to set one up.
Turn On Amount Automation
- Confirm the calculated custom field you want to use already exists.
- Go to Settings > Deals > Amount Automation.
- Toggle Enable Auto Update Deal Amount on.
- Select the calculated custom field that should drive the deal amount.
Once it's on, the deal amount updates whenever the mapped field's values change.
Nobody can edit the deal amount by hand while this is on — not on the deal record, and not anywhere else in the CRM. The mapped field becomes the only way the amount changes.
What to Expect on Existing Deals
- Deals created before you turned it on keep their current amount until the next time they're edited and saved.
- If you switch to a different calculated field, existing deals pick up the new field only after each one is edited and saved.
Because the amount becomes a calculated value, it also drops off the list of fields you can change in bulk — see Bulk Update Fields.
Need help? Contact support at customercare@pipelinecrm.com.