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Create secondary project deals from new sheet rows

Create secondary project deals from new sheet rows

Your pipeline sheet rows for secondary items leave delivery owners without sub-deals to track billing. Get linked secondary deals so sales and delivery have context before work begins.

Create secondary project deals from new sheet rows

Overview

Spreadsheet rows that list secondary project items often require manual creation and linking of child deals, which wastes reps’ time and fragments delivery context. This flow creates and links child deals in the CRM automatically so sales and delivery have unified deal records within minutes, reducing manual handoffs before work begins.

Create secondary project deals from new sheet rows