Update tracking record when baseline sheet link changes
Update tracking record when baseline sheet link changes
Your deals miss updated baseline sheet links, leaving reps without farmer data for forecasts. It keeps deal records current so reps and sales ops see the right link same day.
Overview
Baseline sheet links drive forecasting and handoffs; when they change, your reps must see the correct farmer data immediately. This flow keeps your tracking table current and surfaces the right link same day so account managers can act without manual searches.