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Create sales deal and add purchase to tracker

Create sales deal and add purchase to tracker

You lose buyer context when funnel purchases don't become deals, leaving reps underprepared and reconciliation delayed. Add buyer and deal details to your pipeline so follow-up happens same day.

Create sales deal and add purchase to tracker

Overview

When purchases skip your pipeline, reps lack context and deals slip. This flow creates a deal and logs each purchase line to your shared tracker so reps and revenue managers can act with full context same day.

Create sales deal and add purchase to tracker