Update deal records from uploaded CSV listings
Update deal records from uploaded CSV listings
Your listing score CSVs arrive in a shared folder without CRM context, leaving reps unable to prioritize deals. Scores update deal records so reps see freshness and act same day.
Overview
When CSV score files land in a shared folder, reps often miss urgent opportunities because the CRM lacks context. This flow finds matching deals and writes fresh quality scores so sales ops and reps can re-prioritize pipelines and act the same business day.