Add new estimates to central sales record sheet

Your estimates in accounting go unlogged, leaving sellers without contact or follow-up context. Keep a unified sales sheet updated so follow-ups happen within minutes.

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Overview

When estimates never reach a central record, reps lose context and outreach slips. This flow captures each new estimate, standardizes seller and contact fields, and writes the row to the right worksheet so sales ops and account managers get current pipeline visibility within minutes.