Add updated referral contacts to shared tracking sheet
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.
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.