Update deal tracker from partner stage changes in real time
Update deal tracker from partner stage changes in real time
Partner-sourced stage changes don't update the shared tracker, leaving managers unaware of priority deals. Keep the tracker current so teams act on partner deals before weekly planning.
Overview
When partner-originated opportunities move stages, the shared tracker must reflect that change so campaign managers can act. This workflow removes manual updates and keeps the tracker aligned within minutes, enabling timely partner outreach ahead of weekly planning.