Update CRM deal stages from investor portal updates

Investments posted in your portal often don't update CRM deal stages or amounts, leaving closers without current context. Keep deals accurate and notify owners so follow-up happens same day.

Overview

When investments land in your portal without CRM updates, closers and campaign managers lack the context needed to act and countersigning stalls. This flow ensures records update and team channels receive alerts so deal owners can prioritize work and follow up same day.