Add canvass opportunities to shared demo tracker row
Add canvass opportunities to shared demo tracker row
Canvass opportunities aren't tracked centrally, causing field teams to miss demo context. Record qualifying opportunities into a shared demo tracker so coordinators can confirm visits same day.
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Overview
Canvass leads often slip out of sight when they're not recorded in a central tracker, which delays site visits and wastes field time. This flow logs qualifying canvass opportunities into a shared demo tracker so operations can assign and confirm visits the same day, reducing scheduling friction.