Update deal records with mandate reference each day
Update deal records with mandate reference each day
You waste time when deal rows keep staging flags or missing mandate links, causing manual lookups. You get accurate mandate references and cleared staging fields ready before daily standups.
Overview
Daily cleansing of deal rows removes manual lookups and puts mandate references directly into the records your managers use. That transforms messy staging fields into clean deal data your team can act on before the next standup.