Add qualifying sheet rows to centralized estimate tracker
Add qualifying sheet rows to centralized estimate tracker
Your wizard form creates unfiltered request rows that stall estimator triage. Qualifying rows are routed into the estimate tracker so estimators can start quotes same day.
Overview
Unfiltered wizard form rows slow estimator triage and force manual copying of requests. This flow extracts URL content, filters qualifying submissions, and appends them to a central estimate tracker so estimators can begin quotes same day.