Add flagged spam deals to your intake tracking sheet

Your CRM deal filter surfaces spammy inquiries that clutter intake and trigger wasted outreach. Intake coordinators can exclude these records before outreach same day by logging them to a shared sheet.

Add flagged spam deals to your intake tracking sheet

Overview

Spam and vendor noise in the CRM wastes outreach capacity and skews campaign performance. This flow captures filtered spam deals into a shared tracking sheet so intake coordinators can exclude them and stop misguided outreach same day.

Add flagged spam deals to your intake tracking sheet