IT admins keep CRM source tiers accurate for solar deals

IT admins see Global - Solar deals with wrong source tiers, causing manual fixes and reporting errors. CRM corrects the source tier for in-scope deals so sales reps use obligation-aligned records.

Overview

Inaccurate source tiers force reps into manual reconciliation and distort pipeline forecasts. This workflow ensures Global - Solar deals are tagged with obligation-aligned source tiers, eliminating manual fixes and delivering reliable pipeline data for sales leadership.

Notable Features

Filter deals by sales office
Update CRM source tier
Log tier changes for auditing