Create initial disclosure entries from deal status changes
Create initial disclosure entries from deal status changes
Your deal updates often lack corresponding case entries, leaving disclosure status unrecorded and stalling next steps. It writes disclosures into the case so intake coordinators can proceed same day.
Overview
When CRM deal flags change without a case update, intake coordinators waste time and disclosures stall. This flow writes disclosure data into the case record so intake can proceed same day, reducing manual lookup and downstream delays.