Add new deal rows to a central report sheet

Your new deal records lack a centralized log, causing handoffs to miss context and onboarding delays. The report keeps your support and onboarding teams aligned for same-day follow-up.

Overview

Missing deal context stalls onboarding and causes SLA slippage; this flow captures every new CRM deal into a shared report, giving support ops and onboarding coordinators the context they need. That alignment shortens handoff time and enables same-day follow-up.