Add validated deal data to intake tracking sheet
Add validated deal data to intake tracking sheet
When deals hit the validated stage, your intake records lack consistent fields for onboarding. Add complete rows to a shared sheet so project managers can start onboarding the same day.
Overview
When deals reach your validated stage, intake details commonly remain trapped in CRM fields and slow onboarding handoffs. This flow writes structured deal rows to a shared intake sheet so project managers get what they need to start onboarding the same day.