Update tracking sheet from opportunity tags for offers

You lose deal context when opportunity tags in your CRM aren't reflected in your tracking sheet, delaying offers and owner assignment. You get updated opportunity records for accurate offers same day.

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Overview

When CRM opportunity tags don't reach your reporting sheet, offer timing and owner clarity break down and deals stall. This flow writes tagged opportunities into a central worksheet and formats dates so you and your agents can prepare accurate cash offers same day.