Keep sales pipelines accurate for IT when appraisals arrive

Sales reps mark appraisal checks that leave deal records stale, causing missed follow-ups and inaccurate pipeline reporting. IT updates CRM and tracking sheets so reps see received dates and current status within minutes.

Overview

Missed appraisal receipts create stale deals and lost follow-ups. This workflow keeps CRM and tracking sheets aligned so sales reps act on updated received dates, restoring pipeline accuracy and reducing manual handoffs.

Notable Features

Update CRM deal status
Write received date to tracker
Notify sales reps of updates