Update deal owner and notify assigned sales rep
Update deal owner and notify assigned sales rep
Your deal rows in a shared spreadsheet often lack an assigned owner, leaving reps without context and delaying outreach. This assigns ownership and alerts the rep so follow-up happens the same day.
Overview
Stop letting unassigned deals stall outreach; this flow sets ownership and advances stage automatically when your tracker updates. Reps get a clear assignment and a notification immediately, so outreach happens the same day and accountability is visible.