Add new deal entries to master sales spreadsheet

Your deal data is scattered, so you and your reps lack context for handoffs and forecasting. Keeps a clean, audit-ready deal log for reporting and same-day forecasting.

Add new deal entries to master sales spreadsheet

Overview

Scattered deal records slow forecasting and create blind spots for reps; this flow ensures every new or updated deal is logged into a central, audit-ready sheet. Managers and revenue ops get a consistent pipeline view the same day for reliable weekly forecasts.

Add new deal entries to master sales spreadsheet