Create deal records from onboarding channel posts by rep

Your onboarding channel posts aren't logged, causing completed deals to miss reporting and timely follow-up. Capture each deal into a centralized worksheet for reporting and outreach the same day.

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Overview

Unrecorded onboarding posts fragment reporting and slow post-sale outreach; program coordinators and marketing ops need a single source of truth. This flow captures each completed deal into rep-specific sheets so reports and follow-ups run reliably the same day.