Add enrollment submissions to master sales tracking sheet
Add enrollment submissions to master sales tracking sheet
Your enrollment form submissions land untracked, causing follow-up delays and unclear ownership for new customers. Enable tracking and instant team alerts so handoffs happen same day.
Overview
Manual enrollment logging creates lag and unclear ownership that hurts close rates. This flow records each submission in a central sheet and posts a short alert to the sales channel so reps can triage and follow up same day.