Update deal status from report tags and log activity

Your deals miss report-driven categories when payloads vary, causing prioritization gaps and missed follow-ups. It reclassifies deals and logs an activity so reps get context within minutes.

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Overview

Incoming report payloads often leave deals uncategorized and slow down follow-up. This flow classifies deals and appends an immediate activity so your sales leaders and reps see context and prioritize opportunities within minutes.