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Add incoming lead submissions to regional sheets for sales ops

Your lead submissions arrive without regional routing, delaying site assignments and sales follow-up. Leads are routed to the right regional sheet so coordinators can triage same day.

Add incoming lead submissions to regional sheets for sales ops

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Overview

Inbound lead submissions often land in a single feed and regional teams waste time routing and reformatting data. This flow routes each submission into the correct regional worksheet and normalizes timestamps so coordinators can triage and assign leads the same day.

Add incoming lead submissions to regional sheets for sales ops