Update master grid when opportunity transfer flag changes
Update master grid when opportunity transfer flag changes
Your transferred opportunities fail to reach the master grid, causing intake gaps and leaving owners without context. It copies opportunity fields to the master grid so intake is ready same day.
Overview
When a transfer flag flips, this flow guarantees your master intake grid reflects the Opportunity without manual copy‑and‑paste. IT and program coordinators get complete intake records and can proceed with provisioning same day, while missing matches trigger a fast alert for triage.