Update deals with sale date and year from names
Update deals with sale date and year from names
Deal names often hide sale dates, leaving your sales ops without structured date fields. This extracts date and year into deal properties so coordinators can segment and report within hours.
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Overview
Deal titles that contain sale timing but aren't mapped into fields create manual work and reporting gaps; this flow extracts date and year and writes them into deal records. That gives sales ops and coordinators accurate fields for segmentation and same-day reporting, reducing cleanup and speeding outreach.