Add coupon codes to scheduled deal record in CRM

When deals hit Scheduled, reps hunt for unused coupon codes in sheets, delaying proposals and handoffs. This attaches one unused code to the deal so reps can present discounts same day.

Add coupon codes to scheduled deal record in CRM

Overview

Deals moving to Scheduled often stall while reps hunt for valid coupon codes across spreadsheets. This flow automatically pulls an unused code, marks it used, and writes it to the deal so reps can present discounts immediately and keep momentum.

Add coupon codes to scheduled deal record in CRM