Add unique sequential deal number when a deal updates
Add unique sequential deal number when a deal updates
Your deal records arrive without a consistent reference, causing invoicing and scheduling confusion. It assigns a sequential deal number and logs it so teams can act the same day.
Overview
Deal records without consistent IDs create slow handoffs between sales, installers, and billing. This flow gives every updated deal a sequential, auditable number and logs it for operations — enabling billing and project teams to act the same day.