Add filtered store agent submissions to partner spreadsheet
Add filtered store agent submissions to partner spreadsheet
Your partner agent entries in the intake table go untracked, leaving reps without a single outreach list. They are added to a shared spreadsheet so reps can begin outreach the same day.
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Overview
When partner-agent entries sit only in a database, reps lose momentum and onboarding stalls; this flow consolidates qualifying agent records into a single spreadsheet so reps and partner managers can start outreach the same day. It removes manual exports and puts every qualifying agent into the team roster within minutes.