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Create signed-off deal records in shared deal tracker

Create signed-off deal records in shared deal tracker

Your signed-off CRM deals lack a central copy, stalling onboarding and skewing reports. The workflow copies or updates the deal in your shared tracker so coordinators act same day.

Create signed-off deal records in shared deal tracker

Overview

When offers are signed, the central tracker must reflect that immediately or onboarding and reporting fall behind. This flow captures signed CRM deals and creates or updates a single deal row so sales ops and coordinators have accurate records within minutes.

Create signed-off deal records in shared deal tracker