Update deals with external lead IDs for portals
Update deals with external lead IDs for portals
Your deals lack external lead references across portals, leaving reps without sourcing context and slowing outreach. Add lead references to deals so reps can prioritize outreach same day.
Overview
When external lead numbers don't appear on deal records, reps lose context and outreach is delayed. This flow writes the external reference into the correct deal and routes updates by portal so reps can act same day.