Update deal introducer labels when introducer field changes
Update deal introducer labels when introducer field changes
Your deals lose introducer context when the introducer field changes, leaving reps unsure of referral source. It sets the correct referral label so reps see accurate source context.
Overview
When introducer selections aren't reflected in deal labels, reps lose referral context and outreach can be mis-prioritized. This flow maps introducer field changes to the correct deal labels within minutes, giving reps and pipeline managers accurate source views same day.