Create deal claim rows from partner-tagged contact entries
Create deal claim rows from partner-tagged contact entries
You get partner-tagged contacts that aren't logged centrally, stalling claim reconciliation and delaying partner payouts. Resulting rows let operations reconcile claims before the next payout.
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Overview
Partner-tagged contacts are easy to miss and that stalls reconciliation and payouts; this flow captures each tagged contact into a central reconciliation sheet. Operations and partnership coordinators get a single row-per-claim view so claims are reconciled before the next payout run.