@Toddlearsmith For the CRM-to-DMS handoff, try a fictional deal that changes after transfer. Can the receiving system apply the amendment without creating a second deal, and can staff see which record is current? Removing re-keying still leaves that …

For the CRM-to-DMS handoff, try a fictional deal that changes after transfer. Can the receiving system apply the amendment without creating a second deal, and can staff see which record is current? Removing re-keying still leaves that question to resolve.