Update deal visibility when owner changes for account reps
Update deal visibility when owner changes for account reps
When a deal owner changes, your deals can be hidden from the right reps and pipeline context is lost. Fix visibility so reps and managers have correct access and can follow up the same day.
Workflow preview:
Zap details:
Overview
Deal ownership can change faster than visibility rules, leaving reps without access or context. This flow fixes visibility automatically so account reps and managers see correct access within minutes and can pursue time-sensitive follow-ups the same day.