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Update prospect status across tracker and document folders

Update prospect status across tracker and document folders

Your CRM status updates aren't reflected in folder names or internal trackers, scattering deal documents. Keep records and folders aligned so partners and ops can find materials same day.

Update prospect status across tracker and document folders

Overview

When prospect status changes in your CRM, folder names and tracker rows should reflect that immediately so partners never miss materials during diligence. This workflow keeps your tracker and document registry aligned so partners and operations can access correct files the same day.

Update prospect status across tracker and document folders