For IT: keep assigned sales rep linked to deals

IT admins find new deals missing the assigned sales rep, causing ownership gaps and missed follow-ups. It links the right contact to each deal so ownership is clear and reps follow up.

Overview

Missed rep associations leave deals ownerless and let opportunities slip through the cracks. This IT-first workflow guarantees the correct sales contact is attached to every new deal so ownership is clear, manual lookups stop, and reps follow up faster.

Notable Features

Attach rep contact to deals
Lowercase and search alternate emails
Create contact when none found