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Create investor and sponsor rows from won deals

Create investor and sponsor rows from won deals

Closed investments aren't logged to finance or sponsor lists, delaying reconciliation. Add investor and sponsor rows to sheets and create sponsor pages for same-day accounting and visibility.

Create investor and sponsor rows from won deals

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Overview

When deals close, manual entry slows reconciliation and delays partner recognition. This workflow logs closed deals to finance and sponsorship trackers and publishes sponsor-ready slugs so accounting and program coordinators get same-day records and visibility.

Create investor and sponsor rows from won deals