Add configured CRM deals to domain tracking sheet
Add configured CRM deals to domain tracking sheet
Your deals moved into onboarding lack searchable domain context and require manual lookups. Updates populate a shared domain sheet so onboarding coordinators get context and can begin setup same day.
Overview
Deals that enter onboarding often lose domain details in handoffs, which slows technical setup. This workflow captures those stage changes into a central, searchable sheet so onboarding coordinators have immediate domain context and can start setup the same day.