Keep sales ops' review dates current in project sheet

Sales ops miss deal review date changes, causing account managers to pull stale schedules and risk missed reviews. All updates land in the project sheet so reviews get scheduled.

Overview

Missed review meetings create churn risk when sales ops and account managers work from stale schedules. This workflow pushes every Next Review Date change into your central project sheet so account managers always see current review dates and avoid manual lookups. The result is cleaner handoffs, fewer missed follow-ups, and less firefighting for sales ops.

Notable Features

Update project sheet on date change
Convert deal timestamps to dates
Notify account managers of updates