Update intake sheet rows when contracts are signed
Update intake sheet rows when contracts are signed
Your intake sheet misses signed contract links and hire dates after pipeline stage changes, creating onboarding gaps. It adds contract links and hire dates to intake rows so teams can act same day.
Overview
Signed deals frequently stall intake and billing because spreadsheets lack contract links and hire dates. This flow ensures intake rows receive contract links and hire dates within minutes so case teams and billing can onboard clients and start invoicing same day.