Add skipped intake deals to participant sheet

Deals marked as skipped intake lack participant records, blocking coordinators from scheduling follow-up. The sheet entry gives coordinators a formatted participant row for same-day follow-up.

Add skipped intake deals to participant sheet

Overview

When intake bookings are skipped, coordinators often miss the follow-up window and manual work piles up. This flow turns every skipped-intake deal into a formatted sheet row so coordinators see who needs outreach and can act the same day.

Add skipped intake deals to participant sheet