Update deal source and primary contact on change
Update deal source and primary contact on change
When a deal's source contact ID changes, missing source fields break handoff and scheduling. Give project managers full deal source context before handoff.
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Overview
Incomplete deal sourcing metadata creates churn at handoff and slows project starts. This flow populates the deal's primary contact and EC source within minutes of a source-contact change, giving project managers and handoff teams the context they need before onboarding.