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Update deal and assign closer after live call

You lose deal context when live sales calls connect without ownership, leaving closers blind. Get deals updated and owners assigned so closers follow up with full context within minutes.

Update deal and assign closer after live call

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Overview

When live inbound calls connect, ownership gaps often leave closers without caller context and slow follow-up. This flow updates the deal and assigns the correct closer within minutes so reps get caller details and next steps immediately, reducing manual handoffs.

Update deal and assign closer after live call