Add CRM activity rows to deal progression sheet
Add CRM activity rows to deal progression sheet
Your CRM activities for renewals and presentations are scattered, so contract managers miss milestone context. The sheet consolidates activity milestones so your project team can act same day.
Overview
When activity happens in your CRM, your contract teams need a single source of truth. This flow consolidates renewals, upsells and presentations into a Deal Progression sheet so owners can see milestones and act within minutes, enabling same-day coordination.