Engineering: keep design intake-source records accurate and current

Engineers lose intake accuracy when deal source changes. It updates the proposal spreadsheet on source change, keeping intake-source accurate so ops prioritize correctly.

Overview

Inaccurate deal sources disrupt engineering intake, causing mis-prioritized proposals and stalled handoffs. This workflow keeps the Design Proposal Submissions sheet aligned with CRM source changes so ops and project teams prioritize reliably, reducing manual reconciliation and protecting intake accuracy.

Notable Features

Update proposal sheet on change
Lookup submission by contact email
Notify ops of source changes