Create or update client records in spreadsheet tracker
Create or update client records in spreadsheet tracker
Your client account intake lacks centralized records, causing onboarding delays and duplicated work for project coordinators. The sheet stays current so coordinators can start onboarding same day.
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Overview
Intake gaps force project coordinators to chase details and delay onboarding. This flow centralizes new account data into your tracker and normalizes custom fields so coordinators can begin work same day and avoid manual reconciles.