Update reporting row when deal owner changes in sheet

Your CRM owner changes don't reach the reporting sheet, leaving deals with outdated owner and activity dates. Keep owner and activity dates current so managers can run accurate reports same day.

Overview

When deal ownership doesn't flow into your reporting table, handoffs stall and daily reports are unreliable. This workflow ties CRM owner changes to your reporting sheet so managers see current owner and activity dates, enabling same-day handoffs and cleaner daily reporting.