Capture sold contacts into centralized deals spreadsheet for sales reps

Sales reps tagging contacts as sold miss deals in reports, causing commission and reconciliation gaps. Create a deals row for every sold contact so sales and ops reconcile per-surveyor confirmations.

Overview

Missed sold contacts drive reconciliation headaches and commission disputes for sales and operations. This workflow ensures every sold contact becomes a tracked deals row, closing gaps so per-surveyor confirmations reconcile reliably. Teams see fewer manual fixes and clearer reporting for audits and payouts.

Notable Features

Create spreadsheet row per sale
Format survey date and fields
Notify ops on missing info