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Update deal records and record sent date from reports

Update deal records and record sent date from reports

Your deal records lag when report emails arrive untracked, leaving account managers without sent-date context for timely outreach. It updates stage and logs sent date so reps have full context same day.

Update deal records and record sent date from reports

Overview

When report emails land in your inbox, reps often lack sent-date and stage context, slowing follow-up. This flow finds matching deals, stamps the report date, and advances the stage so account managers can act with full context the same day.

Update deal records and record sent date from reports