For customer support ops: prevent missed lead handoffs

Customer support ops miss lead updates in sheets, letting qualified prospects go cold and follow-ups slip. Notify assigned sales reps and log updates, so sales act before interest wanes.

Overview

Lost follow-ups start with unnoticed spreadsheet updates; customer support ops feel the impact when qualified prospects go cold. This workflow routes updated lead rows to the assigned sales rep and records the change, eliminating handoff gaps and enabling faster outreach—ops teams report fewer missed follow-ups.

Notable Features

Send lead alerts to reps
Update master lead sheet row
Flag leads marked for manual review