Prevent orphaned CRM records for customer support ops

Customer support ops lose company links when deals are cloned, creating orphaned records and manual reconciliation. So CRM stays accurate and reporting avoids gaps.

Overview

Cloned deals that lose company links create orphaned records and noisy reconciliation for customer support ops. This workflow preserves deal-company associations after clones, ensuring accurate CRM records and reliable reporting so support ops can focus on tickets, not data cleanup.

Notable Features

Add association label on clone
Check for existing company link
Notify support ops of orphaned deals