Update results sheet from CRM submission edits quickly
Update results sheet from CRM submission edits quickly
Virtual submission records in your CRM fall out of sync with the results sheet, causing verification delays and manual lookups. Keep the sheet current for program coordinators same day.
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Overview
When submission edits don't reach your results sheet, coordinators waste time reconciling before reviews. This flow pushes CRM changes directly into the central sheet so program coordinators can verify and publish results the same day.