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Create install completion entries in your shared tracker

Create install completion entries in your shared tracker

Your CRM install completions often miss timestamps, leaving billing and account teams without clear handoff context. Add time-stamped rows to a shared tracker for same-day billing and reporting.

Create install completion entries in your shared tracker

Overview

Install completions flagged in CRM often arrive without a reliable timestamp, which stalls billing and account handoffs. This flow writes a time-stamped row to a shared tracker so sales ops and account managers get same-day visibility and can close billing before the next run.

Create install completion entries in your shared tracker