Populate deal record with contact base field value

Your deals often lack the contact's base attribute, leaving quotes and warehouse instructions incomplete. Sync it to deals so reps and logistics get full context same day.

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Overview

Deals without the contact's base info force reps and warehouse teams into time-consuming clarification and risk shipment or quotation errors. This flow copies the contact base into each new deal so sales and logistics see full customer context immediately, reducing back-and-forth the same day.