For IT: keep intake leads consolidated for ops and sales

IT teams lose intake leads when rows don't make it to the master sheet, causing routing gaps. Consolidate selected rows into one master sheet so operations and sales route and report from a single source.

Overview

Missing lead rows create routing gaps and reporting blind spots that slow operations. This workflow gives operations and sales one reliable lead record, eliminating gaps and enabling faster handoffs and cleaner reporting. IT can enforce a single source of truth while preserving an audit trail for downstream processes.

Notable Features

Consolidate selected intake rows
Format fields for unified dataset
Notify ops and sales instantly