Sync Deal Associations
Alerts deal owners when deals lack associated contacts or companies, and automatically copies missing associations to ensure proper linking.
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Trigger enrollment for deals
When this happens
Group 1
Form submission has occurred
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1. Branch
Check branches in order: Add associated contacts to deal, Add associated companies to deal, Send alert to deal owner, and Send alert.
4 branches — click to see paths
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End
Description
Sends tasks to deal owners when deals have no associated contacts or companies, and copies missing associations to ensure deals are properly linked.
Categories
DealsAssociationsNotifications
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