Store partner conversion responses on account stage change
Store partner conversion responses on account stage change
Opportunity stage changes can leave partner callbacks unrecorded and obscure attribution. It stores the partner response and timestamp on the account so reporting and follow-up reflect the event same day.
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Overview
When opportunities move into selling or close-won, partner conversion callbacks must be captured to credit campaigns and enable swift follow-up. This flow captures the partner response and timestamp on the account, eliminating manual lookups and delivering reliable attribution and same-day reporting.