Capture travel ad leads outside CRM for ops review

IT and digital marketing execs in travel miss non-owner ad submissions buried in CRM, risking lost bookings. It appends those leads to a shared sheet so marketing and ops can review and act.

Overview

Travel marketers risk bookings when non-owner ad submissions sit hidden in CRM exports. This workflow guarantees every non-owner lead lands in a shared review sheet, giving marketing and operations a single source of truth and enabling faster segmentation and follow-up so response times drop dramatically and no viable lead is overlooked.

Notable Features

Append non-owner leads to sheet
Exclude owner-submitted leads from sheet
Add timestamped rows for review