Create delivery rows from approved visit records
Create delivery rows from approved visit records
Your visit register rows need manual copying, leaving delivery trackers inconsistent and delaying follow-up. It copies approved visit rows to delivery sheets so coordinators have records same day.
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Overview
Manual copying of approved visit rows creates inconsistent delivery trackers and slows campaign follow-up. This flow converts approved rows into delivery and recommendation records and alerts coordinators, ensuring teams have accurate visit records the same day.