Add investor reservations to shared sheet for relations
Add investor reservations to shared sheet for relations
Your reservation updates aren't exported into investor tracking quickly, causing the investor team to miss status changes. They appear in the sheet for fast triage and same-day follow-up.
Overview
Reservation status updates must become actionable for investor relations immediately; delays create missed outreach and reporting gaps. This flow captures qualifying reservation updates and deposits them into the shared reservations sheet so coordinators can triage and act the same day.