Engineering: keep ATR status current in deal tracker
Engineering: keep ATR status current in deal tracker
Engineering loses ATR updates, causing stalled handoffs and missed follow-ups that jeopardize deals. This updates the deals sheet on ATR status change so sales reps and deal managers see contract state and act promptly.
Overview
Lost ATR updates stall deal progression and let follow-ups slip. Keeping the deals spreadsheet aligned with contract status ensures sales reps and deal managers always see current contract state, eliminating missed handoffs and enabling faster pipeline movement.
Notable Features
- Update deal rows on status change
- Lookup deals by ATR document ID
- Notify sales reps and managers