Keep materials-ordered in job-status for marketing

Marketing coordinators in building materials miss procurement when closed deals don't update status. It copies materials-ordered into the job-status sheet so procurement starts promptly.

Overview

Missed procurement after deal close creates downstream delays for building materials projects. This workflow ensures the CRM's materials-ordered field flows into your central job-status sheet at close, turning deal handoff into a reliable procurement trigger. The result is cleaner handoffs to project coordinators and noticeably faster procurement responses.

Notable Features

Copy materials-ordered to spreadsheet
Match job row by opportunity ID
Notify project coordinators of updates