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Create settled deal split row and notify team

Create settled deal split row and notify team

You lack split tracking when opportunities are marked settled, causing commission allocation delays. It creates a spreadsheet row and emails the commission team so splits are selected same day.

Create settled deal split row and notify team

Overview

When opportunities move to settled, untracked splits create manual work and late allocations for finance. This flow writes a row to your tracker and emails the commission team so splits are selected same day, reducing reconciliation friction.

Create settled deal split row and notify team