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Create central deal tracker rows from new deals

Create central deal tracker rows from new deals

Your CRM deal entries lack central tracker rows, leaving field teams without handoff context and delaying installs. Create a single updated tracker row per deal so managers can schedule work same day.

Create central deal tracker rows from new deals

Overview

Deal rows that never make it to the shared tracker leave field coordinators guessing and schedules slipping. This flow mirrors each qualifying CRM deal into a central worksheet and keeps key fields current so managers can assign work and schedule installs same day.

Create central deal tracker rows from new deals