Create lead activity records from new CRM deals
Create lead activity records from new CRM deals
Your CRM deals lack adviser context, leaving marketing unclear on owner assignments and inflating lead counts. The workflow creates tracked entries with adviser lookups so you can prioritize outreach the same day.
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Overview
Deals that arrive without adviser linkage make marketing blind to who owns leads and skew campaign lists. This flow logs each new deal with an adviser lookup and timestamp so campaign managers get an accurate, same-day lead feed to prioritize outreach.