Add pending opportunity to reporting sheet and alert

Your Pending CRM opportunities often miss reporting and skew monthly revenue forecasts. Capture them into one reporting sheet and notify sales managers so pipeline metrics refresh same day.

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Overview

When reps mark deals Pending, those opportunities need to show up in your reports and in managers' workflows immediately. This flow writes each Pending opportunity into a shared reporting sheet and DMs sales managers so pipeline dashboards refresh same day and follow-ups happen without manual exports.