Add pipeline entry and alert on closed clients

Your incoming client pipeline entries are scattered, leaving revenue and onboarding tasks untracked. This adds a reporting row and sends closed-deal alerts so your team can act same day.

Overview

Incoming client signals often arrive without a single source of truth, which costs revenue visibility and slows onboarding. This flow makes every qualifying lead appear in your reporting sheet and broadcasts closed deals to your team within minutes so you can recognize revenue and schedule coaching sessions same day.