Business owners normalize legacy deal sources for reporting

Business owners see legacy source values on deals, causing unreliable pipeline reports. Map legacy entries to standard source codes so sales get consistent, analyzable pipeline records.

Overview

Inaccurate or legacy source values make pipeline reports unreliable and force manual cleanup before decisions. This workflow enforces standardized source codes on deal records, giving sales and reporting teams consistent, analyzable pipeline data and an audit trail for easier reconciliation.

Notable Features

Normalize legacy source values
Map entries to standard codes
Update deal records with codes