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Update deal stage and log project card entry

Update deal stage and log project card entry

Your pipeline cards enter separation without a clear audit trail, leaving reps unsure which to split or deliver. It updates deal fields and logs a sheet row so Sales Ops can triage same day.

Update deal stage and log project card entry

Overview

Deals that land in the separation stage often stall while reps decide whether to split or deliver. This flow classifies cards, logs an audit row, and updates the deal record so Sales Ops and AEs can triage and act the same day.

Update deal stage and log project card entry