📊
Affiliate Accounts
~118
👥
Registration Data
~10K+
🔗 One-to-One Rules
- One Opportunity → One Lead (if converted)
- One Opportunity → One Group (primary)
- One Deal → One Primary Contact
- One Deal → One Related Group
🔗 One-to-Many Rules
- One Opportunity → Multiple Contacts
- One Contact → Multiple Groups
- One Group → Multiple Contacts
- One Group → Multiple Deals
⚡ Auto-Creation Rules
- Contacts created on approval (if new)
- Groups created on approval (if new)
- Deals created on approval (always)
- Tasks created for tracking codes