Update deals in transaction tracker on stage change
Update deals in transaction tracker on stage change
Your transaction tracker goes out of date when CRM deal stages change, leaving coordinators without closing milestones. Keep rows current so agents act on accurate milestones within minutes.
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Overview
Deal stage changes often leave your transaction spreadsheet stale and coordinators without clear closing milestones. This flow keeps the tracker aligned to CRM stages so agents and coordinators see current milestones and act within minutes.