For sales ops: keep customer tracker accurate and current

Sales ops lose follow-ups when new customers don't reach the shared tracker, causing reporting gaps. This adds each new customer to the sales tracker so reps see consistent contact and ownership.

Overview

Missed tracker entries create follow-up gaps and muddy forecasting. This workflow guarantees every new customer lands in the shared sales tracker, aligning contact, ownership and status so reps follow up reliably. Leaders get faster response times and cleaner reporting.

Notable Features

Create tracker row for each customer
Update existing records by email
Notify reps on new customer entries