Add or update pipeline tracker with deal stage dates

Your deal records often miss stage date timestamps, causing revenue timing gaps and handoff friction. Keep stage dates current in your master pipeline sheet for accurate forecasting ahead of month-end.

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Overview

Missing or inconsistent stage dates cause finance to chase reps and delay month-end closes. This workflow writes formatted stage-entry dates into a single pipeline sheet and pings owners, giving controllership and project teams reliable stage visibility within minutes of a stage change.