Create presales log row when deal status changes
Create presales log row when deal status changes
Your project board's deal status updates often lack a central record, causing missed handoffs. Record qualifying deals into your presales sheet and alert leadership same day.
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Overview
When a board item becomes a qualified deal, this creates a single presales record and pings leadership automatically. That closes handoff gaps and gives you same-day pipeline visibility for faster forecasting and follow-up.