Add CRM outbound inquiry to team tracking sheet
Add CRM outbound inquiry to team tracking sheet
Your inquiry notifications sit in CRM but aren't visible to program coordinators, causing consolidated logs and delayed outreach. Coordinators can follow up the same day from a shared tracking sheet.
Overview
When CRM outbound messages aren't logged centrally, program coordinators miss inquiries and outreach stalls. This flow captures inbound messages into a shared tracking sheet so coordinators get searchable records and can act the same day.