Update CRM deal with job's cabinet designer field

Your job records sometimes lack cabinet designer assignments, leaving reps unsure of ownership and slowing client updates. Keep CRM deals current so handoffs and client messages happen same day.

Overview

When job records don't surface designer assignments in the CRM, reps and coordinators waste time clarifying ownership and client replies slow. This workflow pushes designer assignments into the matching deal so teams can complete handoffs and respond to clients the same day.