Keep CRM commission records aligned with consultant sheets

Operations coordinators see consultant payouts go out of sync in sheets, creating reconciliation gaps. It pushes sheet changes to CRM deals so finance and sales reconcile payouts.

Overview

Reconciliation gaps and missed commission payouts create finance headaches and operational delays. This workflow keeps CRM deals in lockstep with consultant sheet updates, eliminating mismatched commission and paid date records so finance and sales can reconcile payouts with confidence and an audit trail.

Notable Features

Update CRM deals from sheets
Map commission and paid dates
Alert finance and sales on changes