Reassign multiple deals to the correct company record
Reassign multiple deals to the correct company record
Deals tied to the wrong company after imports or merges leave reps without account context. Correct deal-to-company links automatically so account owners get accurate pipeline before reports.
Overview
When company records change, mislinked deals fragment pipeline accuracy and stall rep activity. This flow reassigns deals to the correct company automatically so account owners regain accurate pipeline visibility within minutes, ahead of reporting and forecasting.