Software sales ops capture LLC partner preference in CRM

Sales ops reps miss LLC partner choices on kickoff forms, causing missed partner referrals before outreach. The workflow records the preference on the CRM contact so reps see opt-ins before outreach.

Overview

Missed partner opt-ins create gaps in early outreach and cost referral opportunities. This workflow ensures every kickoff form selection is written to the CRM contact so sales reps always see partner preferences before outreach, eliminating manual lookups and missed referrals.

Notable Features

Record partner preference on contact
Notify sales reps of opt-ins
Look up contact before update