Create review records and link to deals for local team
Create review records and link to deals for local team
Your profile reviews arrive untracked and ownerless, delaying reputation triage. Capture each review into a shared tracker and attach CRM context for same-day follow-up.
Overview
Untracked reviews create blind spots for local reputation work; this flow captures reviews into a shared tracker and attaches CRM context so owners know what to action. The result: prioritized, assigned follow-up and visible deal context for program coordinators the same day.