Keep IT masterlist updated when new pipeline deals appear

IT admins monitoring sales pipelines miss deals that don't get into the masterlist, causing audit gaps and stalled handoffs. Entries flow into a central masterlist so handoffs start immediately.

Overview

Missing deals in reporting create audit gaps and slow handoffs — IT loses visibility when records are scattered. This workflow captures every new pipeline deal into a central masterlist, eliminating manual tracking and giving ops and sales a single auditable record ready for reporting.

Notable Features

Append new deals to masterlist
Format columns for clean reporting
Notify ops and sales of entries