Update central deal tracker when create date changes
Update central deal tracker when create date changes
Your deals' create dates can diverge between CRM and the shared tracker, making campaign timelines unreliable. Keep the tracker aligned so campaign managers have accurate timelines same day.
Overview
When create dates drift between systems, campaign timelines and launch plans lose credibility. This flow keeps your central tracker current and campaign managers confident, with updates appearing within minutes for same-day planning.