Create or update Deal Source from new terms
Create or update Deal Source from new terms
Your new term sheets never reach the CRM, leaving deals without pricing and response dates for origination teams. It creates or updates Deal Source records so teams have accurate deal context same day.
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Overview
Term sheets often arrive without being recorded in the CRM, which leaves origination and project teams working from stale or incomplete deal details. This flow writes normalized term sheet details into Deal Source records automatically so stakeholders have accurate pricing and response dates same day.