Keep business owners' client records updated by affiliates

Business owners lose pipeline clarity when affiliate edits leave stale contact and referral info. Updates flow into client records so sales reps get accurate referral details and follow up promptly.

Overview

Affiliate edits that don't reach CRM create stale referral context and let deals slip. This workflow ensures affiliate-led changes land in client records so sales reps always have correct contact and referral context, enabling faster follow-up and fewer missed opportunities.

Notable Features

Push affiliate changes to client records
Flag conflicting edits for review
Notify sales reps of updates