Add completed consultation jobs to assigned rep sales sheet

Your completed consultation jobs aren’t consolidated, leaving sales ops and reps without customer contact or visit context. Capture each completed job into a shared sales sheet for same-day follow-up.

Overview

When completed consultation visits aren’t recorded centrally, reps lack the context to follow up and pipeline visibility suffers. This flow captures each completed consultation into a shared sales sheet so sales ops and reps get contact details and visit context for same-day outreach and cleaner pipeline data.