Update referral counts and mark closed won deal
Update referral counts and mark closed won deal
Your closed deals don't update referrer records, leaving referral counts and commission data incomplete. Keep contact counts accurate and mark the deal sold so reports are correct same day.
Overview
When closed-won events fail to update referrer records, referral metrics and commission calculations lag and leadership loses visibility. This workflow updates the referrer count, marks the deal sold, and enrolls the referrer in your nurture path so reports and outreach are accurate same day.