Update filtered deals with intake score for triage
Update filtered deals with intake score for triage
Your filtered deals lack intake scores, leaving project coordinators blind to priority and causing kickoff delays. It updates deal score so coordinators can prioritize intake same day.
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Overview
When deals surface in a specific filtered view they should arrive with clear intake context so delivery can plan. This flow stamps matching deals with a score and updates status in minutes, giving coordinators same-day visibility and reducing kickoff delays.