Log deal status changes to a tracking sheet

Your CRM deal status changes arrive without context, causing handoff delays and missed follow-up. Log each change to a timestamped sheet so sales and implementation can act the same day.

Overview

When deal statuses change without clear owner or pipeline context, handoffs stall and reps miss follow-up. This workflow logs every status change into a shared, timestamped sheet so sales operations and implementation have a single audit trail, enabling same-day handoffs and cleaner reporting.