Add trial signups to central sheet for project managers
Add trial signups to central sheet for project managers
Your trial signups arrive without a central record, causing handoffs and onboarding delays. Capture signups into a shared sheet so project managers can assign trials same day.
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Overview
Untracked trial signups create manual work and slow onboarding handoffs. This flow captures signups into a single worksheet and notifies intake systems so project managers can assign and prepare trials within hours.