Add interactive document viewers to team lead tracking sheet
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.
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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.