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Update sales records and remove marketing rows on close

Update sales records and remove marketing rows on close

Your sale records and pipeline rows can fall out of sync between marketing and sales sheets, causing duplicate outreach. Keep the sales worksheet current and remove marketing rows within minutes.

Update sales records and remove marketing rows on close

Overview

When deals move into closing stages, spreadsheets can get out of sync and reps waste time reconciling rows. This flow updates the central sales worksheet, formats ROI, and removes marketing rows so reps have accurate pipeline context within minutes.

Update sales records and remove marketing rows on close