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Create new deal record and notify sales ops team

Create new deal record and notify sales ops team

Your new deal leads arrive without tracking, leaving underwriters and sales ops missing key contact and campaign context. Add full lead records and notify owners so work begins same day.

Create new deal record and notify sales ops team

Overview

When a new deal submission hits your intake endpoint it should create a clean, deduplicated record and alert underwriting immediately. This preserves campaign context for sales ops and gets risk review and outreach started same day.

Create new deal record and notify sales ops team