Update deal rotation code when preceptor assignments change
Update deal rotation code when preceptor assignments change
Your CRM deals show outdated preceptor assignments, causing misrouted outreach and slow handoffs for coordinators. Keep rotation codes current so coordinators can route work correctly within minutes.
Overview
Outdated preceptor links in CRM deals lead to misrouted outreach and slow handoffs for coordinators. This flow keeps rotation-code fields current so reps and program coordinators act on correct ownership within minutes.