Update listing IDs in portfolio sheet and deal
Update listing IDs in portfolio sheet and deal
Your portfolio sheet and deal records fall out of sync when external listing IDs change, causing broken public links and inaccurate campaign targeting. Keep rows and deal notes synced same day.
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Overview
Listing ID changes break public links and skew campaign targeting if left untracked. This flow aligns your portfolio sheet with CRM deal records so listing managers and campaign owners always have correct links, same day.