Funeral ops: centralize qualifying instant quotes for audit

Operations coordinators at funeral homes miss qualifying instant-quote entries in intake sheets, creating audit gaps and skewed quote reports. This ensures a complete, auditable quote log for local reporting and ops review.

Overview

Operations coordinators lose auditability when qualifying instant quotes slip through intake spreadsheets. This workflow guarantees every qualifying quote lands in a central tracking sheet, eliminating manual omissions and delivering a reliable audit trail so reporting and ops review are always ready.

Notable Features

Append qualifying quotes to tracking sheet
Check for duplicates before appending
Add audit metadata to each entry