Update CRM companies with system handles and discounts
Update CRM companies with system handles and discounts
Your CRM company records lack initial promo handles and discounts, causing mismatches in claim reconciliation. The update provides consistent identifiers for reporting and matching same day.
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Overview
When CRM company records are missing the initial promo handle and discount, report accuracy and claims matching suffer. This flow writes those identifiers into company records automatically, delivering consistent IDs for reporting and matching within minutes.