Add placement PN links to partner spreadsheet and record
Add placement PN links to partner spreadsheet and record
Partner emails include placement notices and PN links that go untracked, delaying confirmations and logistics. Captures the PN link, logs a spreadsheet row, and updates the placement record same day.
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Overview
If partner placement notices land in your inbox without being tracked, confirmations and scheduling stall and coordinators waste time. This flow captures the PN link, writes it into the partner spreadsheet, and appends a CRM log so operations can confirm placements the same day.