For sales ops: keep deal coordinator updated on trip status

Sales ops see trip status changes leave deals missing a trip coordinator, causing handoffs to fail and follow-ups to stall. Deal records show the assigned trip coordinator so account managers start follow-ups without interruption.

Overview

Missing trip coordinators break sales handoffs and stall follow-ups. This flow keeps the deal's trip coordinator populated and notifies account managers, preventing missed handoffs and delivering cleaner CRM records so reps can focus on closing.

Notable Features

Update deal coordinator field
Link coordinator from employee directory
Notify account managers of change