Update shared deal lists for broker clients on success
Update shared deal lists for broker clients on success
Your broker-sourced deals sit out of sync with shared lists, delaying broker notifications and external approvals. Keep shared deal sheets current so partners receive updates same day.
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Overview
Stale partner lists slow broker handoffs and delay external approvals. This flow writes broker-sourced deals into the right shared sheets automatically, so partner managers and brokers see accurate entries same day.