Update deal source tier for regional sales office deals
Update deal source tier for regional sales office deals
Your new deals often lack correct sales office or brand values, causing misrouting and wrong pipeline attribution. This updates the deal source tier so reps and managers see corrected data the same day.
Overview
Deals created without proper sales office or brand tagging break routing and skew forecasts; this flow corrects the source tier as deals arrive so pipeline data is accurate. That means reps get the right routing and managers avoid manual cleanup before daily reviews.