Update master deal board from rebuttal board changes
Update master deal board from rebuttal board changes
Your rebuttal board status changes don't reach the master deal board, causing manual edits and missed owner handoffs. Keep deal records aligned so owners can act same day.
Overview
Stale or manually copied statuses create duplicate work and slow deal progression; this flow keeps your master deal board authoritative without copy-paste. Deal owners and sales ops see aligned records within minutes, reducing prep gaps before pipeline reviews.