Update deal setter and set-by audit fields on change
Update deal setter and set-by audit fields on change
When a deal's setter email value changes without an owner recorded, reps and managers lose handoff context and follow-ups stall. You get clear ownership and a timestamped audit trail available same day.
Overview
Deals can lose clear ownership when setter emails change, costing reps time and creating follow-up gaps. This flow assigns the owner by email and records who made the change so managers see accurate ownership and an audit trail same day.