Event general managers: keep open deals on weekly sales sheet

Marketing ops GMs miss event deals when stage changes don't reach reports, causing blindspots. This adds qualifying event deals to the Open Deals sheet so reviews start with accurate pipeline.

Event general managers: keep open deals on weekly sales sheet

Overview

Event general managers risk missed bookings and campaign misalignment when event deals don't surface in reports. This workflow ensures qualifying event deals flow into your Open Deals sheet, eliminating missed entries and enabling faster handoffs and clearer pipeline visibility.

Notable Features

  • Add qualifying event deals
  • Keep weekly sheet updated
  • Notify sales and marketing

Event general managers: keep open deals on weekly sales sheet