Create ambassador tracker rows from CRM deal records

Your ambassador deals live only in CRM lists, so onboarding dates and device assignments are often missed. Centralize them into a tracker so campaign managers can act on onboarding the same day.

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Overview

Ambassador deals that remain only in CRM create blind spots that delay onboarding and device fulfillment; campaign managers need a reliable tracker. This flow consolidates qualifying deals into a single tracker so marketing ops can prepare onboarding and ship devices the same day.