Add new potential leads to call tracker sheet

Your potential bookings can lose contact details when status changes aren’t pushed, leaving outreach unprioritized. This sends potential contacts into your call tracker so reps can act same day.

Overview

When a contact becomes a potential, your reps need contact details immediately or outreach stalls. This flow pushes qualifying potentials into a shared call tracker and filters out non-actionable statuses so reps can prioritize same-day outreach.