For program development owners: keep CRM portal links

Business owners in program development lose time when portal links are missing from CRM. This adds portal URLs and run IDs to deals and contacts so account managers can access case context immediately.

Overview

Missing portal links create lookup delays and slow client progress for program development owners. This workflow populates deals and contacts with portal URLs and run IDs, eliminating manual lookups so account managers see access and case context and response times drop dramatically.

Notable Features

Push portal links into deals
Update contact records with run IDs
Notify account managers about access