Keep sales commission fields current from consultant sheets

Sales reps and managers see stale commission figures when consultant sheets change, risking payout errors and skewed pipeline reviews. This updates CRM commission fields from sheet edits so sales have accurate deal records.

Overview

Outdated commission figures lead to payout errors and unreliable pipeline reviews. This workflow keeps CRM commission and adjustment fields aligned with consultant spreadsheets, eliminating manual reconciliation and giving managers accurate deal records for reliable pipeline and payout decisions.

Notable Features

Update CRM deal records on changes
Map consultant sheet columns to fields
Flag mismatches for manager review