Add client success call rows to progress trackers

Your client success call submissions arrive unstructured, leaving records scattered and hard to act on. Rows are added to progress and backup sheets so teams can follow up same day.

Overview

Unstructured client call submissions create gaps between onboarding and credit, delaying follow-up and billing. This flow captures each submission and writes rows to both your progress and backup sheets so teams have up-to-date records and can act same day.