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Relink stale activity records to active deals for reps

You see activities logged to closed deals, leaving reps with incorrect context and missed follow-up. Reps get accurate activity context for outreach the same day.

Relink stale activity records to active deals for reps

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Overview

Activities attached to closed deals leave reps with the wrong context and increase the chance of missed outreach. This flow automatically relinks those activities to the correct open deal so reps have accurate context for outreach the same day.

Relink stale activity records to active deals for reps