Add completed exhibitor deals to onboarding tracking sheet
Add completed exhibitor deals to onboarding tracking sheet
Your exhibitor handovers lack a single onboarding record, making coordinator handoffs slow and error-prone. Add each handover deal to the shared onboarding sheet so teams can act same day.
Overview
When exhibitor deals hit the handover stage, coordinators often scramble for contact and package details across systems, delaying fulfillment and billing. This flow captures each handover into your onboarding sheet within minutes so program coordinators and billing staff can prepare fulfillment and invoices the same day.