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Create closed position records from updated sheet rows

Create closed position records from updated sheet rows

Your recommendations sheet can close positions without updating the client portal or marketing channels. It captures closed rows and attaches PDFs so portal content updates quickly.

Create closed position records from updated sheet rows

Overview

When closed picks don't flow from your spreadsheet into the client portal, marketing content and public lists become inconsistent and slow to update. This flow moves closed rows into the Closed Positions table, attaches recommendation PDFs, and updates portal records within minutes so marketing and client portal managers can publish accurate lists quickly.

Create closed position records from updated sheet rows