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Add booked demo leads to incoming rotation spreadsheet

Add booked demo leads to incoming rotation spreadsheet

Your demo bookings from the web form arrive without routing context, so reps don't know who should follow up. It logs each booking as a row so reps and rotation owners see leads for same-day outreach.

Add booked demo leads to incoming rotation spreadsheet

Overview

When demo bookings don't land in the rotation sheet, reps miss outreach windows and deals stall. This flow captures each booking, formats the date, filters qualifying product selections, and appends rows so reps have visibility and can follow up same day.

Add booked demo leads to incoming rotation spreadsheet