Update deal records when board assigns solution engineer

You lose deal owner context when project board person fields change, leaving reps unprepared for customer meetings. Assigns SE to CRM deals so reps have owner context ahead of outreach.

Update deal records when board assigns solution engineer

Overview

When owner fields diverge between your project board and CRM, reps waste prep time and handoffs break. Keep CRM deal ownership aligned with board assignments so reps have correct SE context within minutes, improving readiness before customer calls.

Update deal records when board assigns solution engineer