Populate partner dropdown with company names in deals
Populate partner dropdown with company names in deals
Partner companies live separately, leaving the deal partner dropdown outdated and lists mis-segmented. Keep the dropdown synced so campaign managers pick valid partners before launches.
Overview
Stale partner picklists force manual updates and break campaign segmentation. Keep the deal partner dropdown aligned with active company records so campaign managers can select valid partners and launch campaigns without last-minute fixes before launches.