Add each new deal to your weekly lead report sheet

New deal records arrive without context, so your reps lack background for prioritization and handoffs. Log deal details into a shared lead report so teams can triage same day.

Overview

New deals without consistent rows create handoff friction and missed follow-ups; this flow captures each deal as a standardized lead row so Sales Ops and AEs always have context. That drives same-day triage and cleaner weekly pipeline reports ahead of review.