Keep sales ops updated when deals close won

Sales ops coordinators miss handoffs when closed-won deals aren't logged, causing reconciliation gaps. It creates an auditable master so finance and program teams start reconciliation and onboarding.

Overview

Missed closed-won entries create reconciliation risk and stall onboarding. This workflow turns every closed and reopened deal into an auditable row in your master spreadsheet, closing reconciliation gaps and enabling immediate onboarding readiness for operations and finance.

Notable Features

Capture closed and reopened deals
Add timestamped audit rows
Notify finance and ops teams