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.

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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.