Add won deal rows to shared quality tracker
Add won deal rows to shared quality tracker
Your won deals live in CRM filters, leaving post-close quality checks inconsistent. Keep a shared quality tracker updated so managers can reconcile wins same day.
Overview
When won deals stay trapped in filter lists, post-close quality checks and reconciliations get delayed and inconsistent. This flow exports every matched win into a shared quality tracker so managers have immediate, auditable access for same-day review and reporting.