Update deals when review status changes in tracker
Update deals when review status changes in tracker
Your review records change without pushing to deals, leaving reps without context for next steps. Keep deal fields current so reps and owners see correct status within minutes.
Overview
When review flags flip in your tracker, deals can misstate priorities and stall outbound activity. This flow aligns deal fields to the latest review records so reps and leaders see correct status within minutes and act before the next pipeline review.