Update consent status into shared deals table automatically
Update consent status into shared deals table automatically
Your deal consent updates aren't mirrored in the central deals table, causing onboarding delays and missed partner outreach. Keep consent fields current so sales ops can act same day.
Overview
When deal consent flips aren't reflected in your master tracker, onboarding stalls and reps waste time verifying status. This flow mirrors consent from CRM into the shared deals table within minutes so sales ops and account owners can start onboarding and outreach the same day.