Keep accounting deal records updated for ops and partners

Customer support ops lose accountant deals when stage changes aren't recorded, causing coordination gaps and missed partner handoffs. Create a centralized tracking record on each stage change so partner-matching and ops can act on updated deal info.

Overview

Unlogged stage changes make accountant deals fall through the cracks between sales and operations, risking partner relationships and slowing handoffs. This workflow captures every stage change into a centralized, searchable record so partner-matching and ops have current deal context, resulting in faster handoffs, fewer missed follow-ups, and clearer audit trails.

Notable Features

Create centralized deal tracking records
Notify partner-matching when records created
Attach stage change details and notes