Keep deployment managers' quarter tracking accurate and fast

Deployment managers miss onboarding records when Financial Aid deals change stage, creating quarter tracking gaps. Routes updates to the correct quarter sheet so ops managers get accurate onboarding records.

Overview

Operations risk deployment delays when Financial Aid deals aren't recorded in the right quarter worksheet. This workflow guarantees each updated deal lands in its season-specific sheet so deployment managers have accurate onboarding records and manual entry is minimized.

Notable Features

Log Financial Aid deals per quarter
Route deals on stage change
Populate season onboarding spreadsheet rows