Updating and Verifying Data in Opportunities: A Path Forward
In this meeting, the State Changers discuss the progress of their project and brainstorm ways to optimize their processes. They focus on the need to compare data from different tables and update the opportunities table with verified information. They also discuss the logic behind rerunning tests and how to mark records as qualified or not. They consider visual enhancements to track and display data more effectively. The State Changers plan to use Xano for querying and joining tables, and they also discuss future steps and potential improvements, such as implementing a pre-underwriter stage. Overall, they address various questions and challenges related to data comparison, verification, and processing.