Add firm deal rows to operations sheet and alert
Add firm deal rows to operations sheet and alert
Your firm deal records don't reach the operations sheet, leaving support reps without deal context and delaying intake. It logs the lead row and alerts owners so coordinators have context same day.
Overview
When firm deal records skip your central operations sheet, intake stalls and support lacks context. This workflow creates a visible lead row and pings the owner, so coordinators can triage and follow up the same day.