Keep project managers informed of deal R2 changes
Keep project managers informed of deal R2 changes
Project managers miss R2 timestamps when labour price group edits aren't recorded, causing stale pipeline reviews. This stamps deals with R2 change timestamps so sales and ops review accurate history.
Overview
Missed or stale R2 updates create pipeline confusion and audit risk. This workflow captures and stamps every labour price group edit, transforming deal records so sales and ops review accurate change history and avoid missed follow-ups.
Notable Features
- Record R2 timestamp on edits
- Prevent stale pipeline review data
- Flag outdated deals for review