Create reservation rows from CRM status changes for reporting
Create reservation rows from CRM status changes for reporting
Your reservation leads lack booking details when status updates aren't captured. This writes reservation rows to a shared worksheet so coordinators see bookings same day.
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Overview
When leads enter the reservation stage, marketing ops need clean, timely booking data for reporting and follow-up. This flow captures reservation details into a shared worksheet so coordinators and campaign managers see bookings same day and can act immediately.