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Update deal stage and owner from form submissions

Update deal stage and owner from form submissions

You get form-submitted deals missing stage, owner, and source parsing, delaying outreach. Get parsed agency and origin fields and move deals to the correct project pipeline for same-day sales handoff.

Update deal stage and owner from form submissions

Overview

Form-driven project leads often arrive without structured origin or owner data, which stalls outreach and misroutes opportunities. This flow parses submissions and moves deals into the correct projects pipeline and stage so Sales Ops and AEs get call-ready deals for same-day follow-up.

Update deal stage and owner from form submissions