Add funded annuity client submissions to tracker sheet

Your funded annuity form responses go unrecorded, creating reconciliation gaps and billing delays. They are appended to your closed-deals tracker so billing staff can reconcile before weekly reports.

Overview

Stop scattering funded deal details across inboxes and forms—capture them centrally so billing staff and the owner no longer rely on manual entry. Each funded submission is appended to the closed-deals tracker, enabling reconciliation ahead of the weekly close.