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Update project forecast rows when a deal is edited

Update project forecast rows when a deal is edited

Your CRM deal edits don't reach the forecast sheet, leaving delivery planning and billing without accurate deal IDs or stage context. It keeps the sheet current for same-day invoicing.

Update project forecast rows when a deal is edited

Overview

Stale deal IDs in your forecast make delivery planning and invoicing error-prone and slow. This flow writes the deal internal ID and stage into the forecast so coordinators can schedule work and invoice accurately, often same day.

Update project forecast rows when a deal is edited