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Add interactive document viewers to team lead tracking sheet

Your interactive PDFs' viewer data piles up untracked, leaving new interest untriaged and delaying client follow-up. Capture each viewer record and notify coordinators so follow-up happens same day.

Add interactive document viewers to team lead tracking sheet

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Overview

When interactive-document interest isn't logged, follow-up stalls and handoffs become manual. This flow captures each viewer into a single spreadsheet and pings coordinators so outreach is assigned and executed the same day.

Add interactive document viewers to team lead tracking sheet