Add new offers to your lead tracking spreadsheet
Add new offers to your lead tracking spreadsheet
Your offer entries live across project records, so managers miss new opportunities and delay outreach. This writes a dated lead row to a central sheet so managers can review and act on offers same day.
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Overview
If offers are scattered across project records, managers lose time reconciling who owns what and which leads need outreach. This flow captures each offer as a dated row with owner and stage context so managers gain same-day pipeline clarity and can act faster.