Keep IT revenue trackers current after proposal wins

IT admins lose updated client and revenue rows when proposals close, causing forecasting gaps. This keeps tracking spreadsheets current so reporting and operations reconcile and forecast accurately.

Overview

Proposal acceptances that don't update tracking sheets create forecasting blind spots and extra reconciliation work for finance and ops. This workflow keeps lead and revenue rows current after acceptance, eliminating reporting gaps so IT and operations can reconcile and forecast with confidence.

Notable Features

Update lead and revenue rows
Create or update client records
Notify ops and reporting channels