Create opportunity records from referral CSV and notify owners
Create opportunity records from referral CSV and notify owners
Your referral CSV email attachments are unstructured, so high-visibility white-glove opportunities go untracked. Owners receive structured opportunity records and same-day alerts for follow-up.
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Overview
Referral opportunities frequently arrive as CSV email attachments and never make it into your tracking system, delaying high‑visibility handoffs. This flow turns daily referral CSVs into structured records and drafts owner notifications so SEs can act the same day.