Update deal records from referral application form submissions
Update deal records from referral application form submissions
Your referral applications lack structured deal context, leaving reps without budget or referral details. Updated deal properties give reps and campaign managers quick qualification context same day.
Overview
When application responses don’t populate deal records, reps waste time hunting for budget and referral context. This flow writes submitted referral and budget details into the deal so reps and campaign managers can qualify prospects and act on opportunities the same day.