Add new pipeline opt-ins to centralized tracking sheet

Your opt-in pipeline entries go unexported, causing manual lookups and delaying direct mail list preparation. It keeps your mailing list current so lists are ready before the next mailing run.

Add new pipeline opt-ins to centralized tracking sheet

Overview

When opt-ins remain only in the pipeline, mail list prep becomes a last-minute scramble and risks missing targets. This flow automatically records qualifying opt-ins into a shared sheet so campaign managers can finalize lists ahead of the next mailing run.

Add new pipeline opt-ins to centralized tracking sheet