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Create sales tracker row when deal hits agreed

Create sales tracker row when deal hits agreed

Deals moved to the agreed stage go unlogged, causing billing delays and messy handoffs. Log each agreed deal to a shared sales sheet so managers and billing have records the same day.

Create sales tracker row when deal hits agreed

Overview

Deals that reach your agreed stage need an auditable handoff; without consistent logging billing and managers waste time searching for context. This flow writes each agreed deal to a shared sales sheet so billing and sales teams have ready records the same day.

Create sales tracker row when deal hits agreed