Update closings tracker when deal stage changes in CRM
Update closings tracker when deal stage changes in CRM
Escrow and cancellation dates aren't reaching the closings sheet, leaving coordinators without scheduling context. Get dates synced to the tracker so closing team can schedule and update clients that day.
Overview
When deal stage dates (pre-escrow, escrow, cancelled) don't reach your central tracker, coordinators scramble and timelines slip. This workflow pushes CRM date changes into your closings sheet so the closing team can schedule and notify clients the same day.