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Create tracking row when deal stage updates in pipeline

Create tracking row when deal stage updates in pipeline

You lack contact context when deal stages change, leaving reps without lead source or key dates. The sheet entry gives sales managers quick context for follow-up same day.

Create tracking row when deal stage updates in pipeline

Overview

Deal-stage changes often strip reps of the context they need to act, slowing follow-up and skewing reporting. This flow captures deal name, lead source, and formatted dates into a shared sheet so managers and account executives see updated context and can act within the same day.

Create tracking row when deal stage updates in pipeline