Create renewal record from clients moved into renewals
Create renewal record from clients moved into renewals
Your active clients sheet flags renewals but lacks a central renewals list, causing outreach gaps. This moves qualifying rows to the Renewals master and marks the source row done for same day visibility.
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Overview
When reps mark a client for migration, this flow pushes that row into your central Renewals master and marks the original entry processed so account managers and ops never hunt for status. That eliminates manual copying errors and delivers same-day pipeline visibility for outreach and forecasting.