Add stalled deals to tracking sheet for review
Add stalled deals to tracking sheet for review
When deals shift into a specified pipeline stage they can go untracked, delaying recovery and follow-up. This creates a structured sheet row for each case so account teams can triage and act same day.
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Overview
Deals moved into a watchlist stage often disappear from daily workflows, costing recoverable revenue and time. This flow writes each flagged deal into a single tracking sheet so account recovery teams can see, triage, and act on cases within the same day.