Add changed deal leads to owner spreadsheets for clinics
Add changed deal leads to owner spreadsheets for clinics
Your deal records with alternate distribution leave clinics waiting for contact and cause missed bookings. Leads are routed into each clinic's spreadsheet for intake teams to act on same day.
Workflow preview:
Zap details:
Overview
Deals that change distribution often sit unseen by clinic intake teams and delay bookings; routing them correctly fixes that gap. This sends each changed deal into its clinic's lead sheet so intake coordinators see and act on leads the same day.