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Sales ops: create sourcer records for outbound deals

Sales ops miss outbound deals when lead source updates don't reach sourcers, leaving follow-up uncoordinated. This creates sourcer records on lead source change so sourcers see outbound deals and coordinate.

Sales ops: create sourcer records for outbound deals

Overview

Sales ops risk lost outbound deals when lead source updates don't surface to sourcers. This workflow sends every outbound deal into the sourcer workspace and notifies the right people, eliminating missed follow-ups and making sourcing coordination visible and reliable.

Notable Features

  • Create sourcer-facing records on change
  • Alert sourcers of outbound deals
  • Prevent missed outbound follow-ups

Sales ops: create sourcer records for outbound deals