Add updated referral contacts to shared tracking sheet

CRM updates with referral codes are unrecorded, delaying outreach and obscuring sources. It logs referral rows to a shared sheet so coordinators can act same day.

Add updated referral contacts to shared tracking sheet

Overview

Referral codes hidden in CRM updates make outreach reactive and referral attribution slow; this writes qualifying referral contacts into a shared tracking sheet automatically. Member success and marketing get a clean, actionable referral list within minutes so teams can follow up and include referrals in weekly reports.

Add updated referral contacts to shared tracking sheet