Update CRM deal to add project specialist assignment
Update CRM deal to add project specialist assignment
Your deal records lack project-specialist assignments from analytics, leaving reps without owner context. It updates deal owner and project-support fields so reps have full context same day.
Overview
Deal ownership often arrives separately from analytics exports, leaving account managers unsure who owns a new engagement. This flow writes assigned project specialists directly into deal records so reps and project leads have clear ownership and can start onboarding same day.