Business owners keep partner attendee records updated across spreadsheets
Business owners keep partner attendee records updated across spreadsheets
Business owners lose attendee records when partner registrations skip tracking sheets, causing extra reconciliation. This workflow adds each certification to the correct partner sheet so managers view attendee and session dates.
Overview
Partner registrations that don't reach tracking sheets create reconciliation headaches and risk missed attendee records. This workflow ensures every certification row lands in the correct partner spreadsheet, giving partner managers accurate attendee and session dates and reducing manual reconciliation.
Notable Features
- Append registrations to partner sheets
- Format session dates consistently
- Route updates to partner managers