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03Process tracking
Keeps the buyer tracker current as the process moves.
Captures buyer and workstream updates from the channels where they actually arrive.
01
Detects a status change
02
Maps it to the tracker schema
03
Shows the proposed update
Best used for
- Buyer pipelines
- Diligence trackers
- Advisor follow-ups
Control line
Excel remains the source of truth; changes are reviewed before apply.