Keep IT informed when onboarding lacks a deal ID

IT admins spot Blueprint records marked done without a Deal ID, creating unlinked client records and billing errors. Alerts notify ops so records get merged and billing links restored.

Overview

Unlinked onboarding records cause billing mismatches and extra operational work that threaten accurate client billing. This workflow alerts IT and ops when a Blueprint record lacks a Deal ID so staff can merge records and restore CRM links. Teams report faster reconciliations and clearer audit trails.

Notable Features

Flag records missing deal IDs
Send alerts to ops and Slack
Create reconciliation tasks for ops