WWhy Summits — Sales
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Dev

Attribution

Map informal DIRECT-column names from Stanka's Excel to specific Sales employees. 0 aliases configured · 73 Sales reps available.

DIRECT valueOfficeResolved toResolved at
No aliases yet. The deal import will use first-name match as fallback. Add explicit aliases here for ambiguous cases (e.g. "Sri", "Brenda" — first-name only) or spelling variants.

How it works

When /deals/upload runs, it tries to resolve each DIRECT value via:

  1. Exact match: direct_name_alias.raw_value + same office
  2. Office-agnostic match: same raw_value with office IS NULL
  3. First-name match on a single Sales employee (auto, no alias needed)
  4. If still ambiguous, flagged as "unresolved" in the import result for manual review here.