Update opportunity records from daily referral report rows
Update opportunity records from daily referral report rows
Your referral rows aren't matched to Opportunity records, leaving reps without referral context. Enriched notes and meeting dates appear in CRM for account teams the same day.
Overview
Referral rows should power revenue context, not create manual cleanup work. This flow routes each new referral row into the matching Opportunity and enriches notes and meeting dates, so account teams have the right context same day. That reduces missed outreach and speeds deal follow-up.