Create daily price records from new spreadsheet rows
Create daily price records from new spreadsheet rows
Your pricing spreadsheet rows contain free-text rates and inconsistent timestamps, delaying updates. It creates dated CRM price records so pricing and ops get current rates same day.
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Overview
Manual copy-paste of daily rates creates stale or inconsistent pricing records that slow sales and operations. This flow turns each new spreadsheet row into a dated CRM price record so pricing analysts and mortgage ops have current loan rates available same day.