Create deal tracker row and ping assigned closer
Create deal tracker row and ping assigned closer
Your deal intake forms often go unrecorded, leaving marketing ops without reliable revenue rows for reporting. It creates a spreadsheet row and pings the assigned closer so records are ready same day.
Overview
When deal intake forms aren't logged, attribution and reporting stall and revenue ops spend time chasing missing rows. This flow writes each submission to a central tracker and pings the assigned closer so records are ready same day.