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Add free trial contacts to lead tracker sheets

Your free trial tags often don't populate lead tracker sheets, leaving front-desk without booking context. It creates consistent lead rows and notifies managers for same-day follow-up.

Add free trial contacts to lead tracker sheets

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Overview

Free-trial tag events often never make it to branch trackers, leaving front-desk teams without booking context and costing same-day signups. This flow captures each tagged contact, writes consistent rows to branch and corporate lead sheets, and emails managers so teams can follow up the same day.

Add free trial contacts to lead tracker sheets