Capture new deals assigned to sales reps in tracker

Sales reps miss pipeline visibility when new deals assigned to a single rep go unlogged, causing missed follow-ups. Capture each new deal into a shared spreadsheet so managers track ownership.

Overview

Deals slip when opportunities assigned to a single rep aren't recorded centrally, risking follow-ups and forecast accuracy. This workflow captures every new deal into a shared spreadsheet and notifies managers, turning scattered records into a single source of truth. Users report faster follow-ups and cleaner pipeline data for reliable reporting.

Notable Features

Log new deals to spreadsheet
Filter entries by deal owner
Notify managers on new rows