Update deal source to match the person's source field

Your deals miss the linked person's source, causing misattributed pipeline and slower outreach. Align deal source with person source so reps have accurate attribution and can act same day.

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Overview

Misaligned source fields cause noisy pipeline reporting and slow outreach decisions. This flow keeps deal source aligned with the person record within minutes, so reps and revenue ops see accurate attribution and can engage prospects the same day.