Add closed customer conversations to sales reporting sheet
Add closed customer conversations to sales reporting sheet
Your closed customer conversations scatter across your messaging system, leaving SLA and trend reporting incomplete. You get timestamped, direction-tagged rows for reporting and same-day SLA checks.
Overview
When closed conversations aren't logged centrally, SLA gaps and reporting blind spots multiply. This workflow captures each closed message into a single reporting sheet with direction, assignee, tags, and timestamps so sales ops can validate SLAs and produce same-day trend reports.