Create guest import rows from PO number changes
Create guest import rows from PO number changes
When a deal's PO number changes, guest sale items go untracked and imports stall for support ops. Add rows to your import sheet so coordinators can prepare guest contact and pricing records same day.
Overview
PO-driven invoices often arrive without usable guest contact, which stalls imports and delays onboarding. This flow pulls the invoice, updates the deal amount, writes structured guest rows to your import sheet, and creates a task for missing info so coordinators can act same day.