Create deal records from new CRM deals into tracker
Create deal records from new CRM deals into tracker
New deals in your CRM that aren't recorded centrally fragment pipeline visibility. Capture each new deal into a shared tracker so brokers and coordinators see the updated pipeline the same day.
Overview
When new deals pile into your CRM without a shared record, pipeline reporting splinters and handoffs slow. This flow standardizes key deal fields and writes each deal into a central tracker so brokers and coordinators have accurate pipeline visibility the same day.