Deal Create Date and Author Identity Boundary

Keep an editable Create date separate from the stable Created by user ID. Preparation only, not an account action.

What to provide

Deal ID, Create date history, Created by user ID and source receipt.

How it works

1. Compare date edits with the actual creation receipt.
2. Use HubSpot definition: Created by user ID does not change when Create date is manually updated.
3. Do not turn a date edit into a new creator or record event.
4. Return provenance gaps without modifying the CRM.

The output

deal | creation_receipt | create_date | date_edit | created_by | actor_unknown

Worked fictional example

Fictional Create date changes fromSep 1 toSep 5 but Created by user ID remainsU 1. The date edit does not prove U 2 created the deal onSep 5. Unknown edit actor stays unknown.

Checks and limits

Keep source versions and original values. Unknowns stay unknown. Use qualified review for regulated, legal or hiring decisions. No live account compatibility test, send, share, schedule, ledger change or payment is authorized.

More sales workflows · How-to guides

Method: reviewed source. Demand lead: Oct14 live AIS Search Console: marketing Copilot37 impressions, Planable/Claude43, Planable/ChatGPT24, campaignbrief12, investoragent19, MuseIndia107, cashflowforecasting13. Social calendar/reporting topics follow parent-query leads; other professions follow documented workflow needs, not measured exact intent. Site impressions are not monthly volumes; exact topic volume is unmeasured. Checked October 14, 2026.