Engineering: Keep PM ownership consistent across CRM records
Engineering: Keep PM ownership consistent across CRM records
Engineering updates to the master utilities record leave sales reps with incorrect PM ownership and missed follow-ups. This pushes PM IDs and names to CRM modules so sales reps and ops have matched ownership.
Overview
Incorrect portfolio ownership leaves sales reps chasing the wrong contacts and causes missed follow-ups. This workflow ensures portfolio manager IDs and names from the master utilities record populate CRM energy and deal modules so sales reps and ops see matched ownership and clearer reporting. The result is faster handoffs, fewer ownership mismatches, and an auditable update trail.
Notable Features
- Push PM IDs to CRM modules
- Update deal and energy records
- Notify sales reps of changes