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Create asset tape row when deal marked won

Create asset tape row when deal marked won

Your deals flagged for the asset tape often miss key fields, causing manual handoffs and delaying pool activation. It logs each flagged deal to asset tape so operations can reconcile entries same day.

Create asset tape row when deal marked won

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Overview

When reps mark deals for the asset tape, this flow creates a consistent, row-level ledger automatically and prevents missed entries. That gives sales ops and pool administrators a reconciled sheet they can act on the same day.

Create asset tape row when deal marked won