Update client tracker when deal enters active stage
Update client tracker when deal enters active stage
Deals entering the configured stage with the readiness flag leave client rows stale and campaign lists inaccurate. Keep the tracker current so marketing ops and campaign managers can act the same day.
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Overview
When deal records and your client tracker diverge, segmentation and nurture lists break and campaign timing slips. This flow keeps the shared client sheet updated from configured deal-stage changes so campaign managers and marketing ops can act the same day.