Create SAR tracking row when deal stage advances
Create SAR tracking row when deal stage advances
When deals move into your SAR stage, intake data sits in silos and officers can't triage requests quickly. You get one intake row per request so project managers can assign and close cases same day.
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Overview
When deals hit the SAR stage you need a reliable intake ledger your teams trust. This workflow turns each stage change into a single, enriched spreadsheet row so project managers and compliance coordinators can triage and close requests same day.