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Create deal review entry for each new sales deal

Create deal review entry for each new sales deal

New deals land in CRM without a shared review row, leaving underwriters and reps missing folder links and context. It creates a review row and flags the contact so your team can triage deals same day.

Create deal review entry for each new sales deal

Overview

Deals that never reach the shared review table stall underwriting and frustrate reps; this flow captures every new deal as a tracked review row and flags the CRM contact. The result is clear context for program coordinators and same-day triage and outreach.

Create deal review entry for each new sales deal