Update deal with call lead identifier from marketing source

Your new deals arrive without linked call source IDs, leaving reps without marketing context for qualification and outreach. Link call lead IDs to deals for clearer routing and same-day follow-up.

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Overview

If your deals lack marketing call context, reps spend time guessing who to prioritize and why. This flow ties call-tracking lead IDs directly to each new deal so account executives and business owners see source and medium within minutes, enabling same-day, source-informed outreach.