Update sheet record when project card enters follow-up list
Update sheet record when project card enters follow-up list
You miss status updates when quote cards move and the spreadsheet isn't updated, causing billing and scheduling gaps. Keep the sheet flagged so billing staff act same day.
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Overview
When quote cards move into follow-up, billing and scheduling often stall because records aren't updated; this flow keeps your spreadsheet authoritative. That means billing staff and coordinators can act on accurate status within minutes, avoiding same-day delays.