Update master company roster from CRM company changes
Update master company roster from CRM company changes
When company records change in your CRM but aren't reflected in the master sheet, reports and audits show gaps, causing manual reconciliation. Keeps your company roster current for same-day reporting.
Overview
When CRM company records drift from your master spreadsheet, reporting accuracy and audit readiness suffer. This flow mirrors company changes to a central sheet within minutes so reporting analysts and ops staff can run same-day reports with confidence.