Update transaction sheet when deals close in board

Transactions go out of date when board statuses change, delaying billing and obscuring closing ownership. Keep the transactions workbook current so your billing team and agents see updated closings.

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Overview

When deal statuses change on your project board, transaction rows can lag and billing slips or client updates get delayed. This flow keeps your transactions workbook current so billing staff and agents see updated closings same day, enabling faster invoicing and clearer client communication.