Update deal with referrer and add rep contact

Your financing leads miss referrer and rep links, forcing manual deal edits and delaying follow-up. The workflow records the referrer and links the rep so intake and BD teams have context same day.

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Overview

When financing referrals arrive without proper attribution, partner credit can be lost and outreach stalls; this flow records the first referrer and links the originating rep to the deal so BD and intake teams see referral context same day. That reduces manual edits and lets teams prioritize follow-ups before the next client contact window.