Update education and work experience summary for proposals
Update education and work experience summary for proposals
Your education and work-history rows are inconsistent, creating manual cleanup when assembling client proposals. Advisors get proposal-ready summaries so they can send materials same day.
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Overview
Messy, multi-row education entries slow down advisors and delay proposal delivery. This flow standardizes those rows into proposal-ready summaries and updates your sheet automatically, so advisors can share materials same day.