Update deal project number from new sheet row
Update deal project number from new sheet row
You add new job rows to your project tracker without the deal reference, which creates misrouted work and delayed invoices. The workflow fills the deal project number so teams can act the same day.
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Overview
Missing deal references in job tracker rows break production and slow billing. This flow writes project numbers into deal records so project managers and billing staff have aligned references and can act the same day.