Individual affiliate contact persons. Auto-created when Opportunities are approved, or manually added. Each contact links to their company (Group) and associated Deals.
Auto-created when CMO + Setup approval triggers the automation. Contact info is copied from the Opportunity fields.
AM can manually add contacts for existing relationships or contacts discovered outside the normal flow.
Planned integration to pull contact info from CellXpert affiliate profiles automatically.
One email = One Contact record. Automation searches existing contacts by email before creating new ones to prevent duplicates.
Every Contact must be linked to at least one Group. Freelancers can link to multiple Groups if they work with several companies.
Each Group should have exactly one contact marked as "Primary Affiliation". This is the main point of contact for that company.
Contact status auto-updates based on linked Deal statuses. If all deals end, status changes to "Former" after 90 days.
Alerts trigger if "Days Since Contact" exceeds 30 days for Active contacts, prompting AM follow-up.
Contact ↔ Group and Contact ↔ Deal connections are maintained automatically. Editing one side updates the other.