Update CRM deals when spreadsheet project numbers change
Update CRM deals when spreadsheet project numbers change
Your project tracker rows missing project numbers leave deals without billing context and delay account handoffs. Keep deal records updated so account managers can prepare invoices same day.
Overview
When project numbers land in your tracker but never reach deal records, account managers can't invoice or hand off work reliably. This flow pushes project numbers and names into deal records within minutes so invoices and handoffs happen the same day.