Project managers capture validated contact snapshots for audits
Project managers capture validated contact snapshots for audits
Project managers lose validated contacts when records move to the Datos validados stage, creating reporting gaps. It appends contact and deal fields to a spreadsheet, giving project managers a single audit trail.
Overview
Project managers face reporting gaps when validated records don't flow between systems. This workflow captures validated contact and deal information when records reach the Datos validados stage and consolidates them into a single spreadsheet, giving project managers a reliable, auditable source for reporting and manual work. That eliminates reconciliation blind spots and prevents validated records from being missed.
Notable Features
- Append validated contacts to spreadsheet
- Map deal and contact fields
- Trigger only on Datos validados