Associate detached deal with its primary company record
Associate detached deal with its primary company record
Your deals that shift primary association lose company context, leaving reps without account background for outreach. It restores the company link so reps regain account context same day.
Overview
When deals lose their primary account link, reps miss context and outreach stalls. This flow automatically reattaches the correct company record so reps regain full account context within minutes, enabling same-day follow up.