Create individual casino deals from parent sales record

Your parent CRM deals with multiple payer casinos block per-casino ownership and file transfer. Split them into separate deals with attachments so reps act the same day.

Overview

Bundled casino deals often leave reps without per-casino records or documents, which stalls outreach and raises compliance risk. This flow splits the parent deal into distinct, per-casino deals, attaches any found files, and routes ownership so reps can engage the same day with full context.