Keep software deal migration status updated for account managers

Lifecycle marketing managers miss migration preferences, leaving account managers blind. This writes preferences to the deal so account managers and implementation can act with current status.

Overview

Missed migration preferences leave account managers without visibility and stall customer rollouts. This workflow keeps the deal record current so account managers and implementation teams act with full migration status visibility, eliminating manual chase and missed handoffs.

Notable Features

Write migration preferences to deal
Alert account managers on updates
Prevent missed migration handoffs