Keep partner user IDs aligned with CRM contacts

Operations coordinators risk CRM mismatches and reporting errors when partner spreadsheet user IDs aren't recorded. It maps updated spreadsheet IDs to CRM contacts, keeping sales and reports aligned.

Overview

Partner user ID drift breaks contact records and creates reporting gaps that slow handoffs to sales. This workflow maps spreadsheet IDs into CRM contacts and logs every change, eliminating mismatches so sales and reporting stay aligned and manual reconciliation drops away.

Notable Features

Map spreadsheet IDs to contacts
Update contact records with IDs
Flag unmatched entries for review