Update new deal owner, contact email, and two-digit year
Update new deal owner, contact email, and two-digit year
New deals often arrive missing owner, contact email, or created year, which delays assignment and skews pipeline reports. Populate owner, email, and two-digit year so records are ready for outreach and same-day reports.
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Overview
Deals that arrive without owner or year waste rep time and delay follow-up. This flow enriches each new deal with owner name, owner email, and a two-digit created-year so records are complete and outreach can begin the same day.