Create planner assignment rows from verified deal updates
Create planner assignment rows from verified deal updates
Your verified CRM deals lack planner intake rows, causing handoffs and lost context. Create planner assignment rows so coordinators and planners get intake details and can act same day.
Overview
Manual handoffs from CRM to planners create delays and lost context; this flow captures verified deals and writes structured planner intake rows so coordinators and planners have consistent records. That reduces copy-paste work and gets planners started the same day.