Associate installer records to new deals in referral flow

New referral deals lack installer context, causing manual lookups and slow handoffs. Link installer records and enrich deal fields so reps have full context same day.

Overview

Referral deals often reach reps without installer context, creating manual lookups and slow customer handoffs. This flow enriches the deal with installer and company data and creates proper associations so reps and coordinators can act same day and avoid delays.