Add discovery-stage contacts into your project tracking sheet
Add discovery-stage contacts into your project tracking sheet
Your discovery-stage leads lack a central intake, leaving your project managers without contact context before calls. You get immediate, centralized contact rows for prep and assignment same day.
Overview
When prospects hit your discovery stage, project managers need immediate contact context to prepare engagements. This flow captures those contacts into a shared tracking sheet so managers have rows ready for prep and assignment within minutes.