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Hospitality sales ops: keep property unit CSVs centralized

Sales ops at hospitality companies miss emailed CSVs, causing stale unit records and reporting gaps. CSVs go to a central repo on receipt, keeping unit data ready for reporting.

Hospitality sales ops: keep property unit CSVs centralized

Overview

Hospitality operations lose visibility when emailed CSVs are missed, creating reporting gaps and delayed downstream processes. This workflow captures every CSV and stores it in a central repository on receipt, eliminating manual saves and keeping unit data ready for reporting. Ops and solutions teams report fewer misplaced files and faster handoffs when files are centralized and logged.

Notable Features

  • Save emailed CSVs into central repo
  • Filter attachments by CSV file type
  • Notify sales ops on new files

Hospitality sales ops: keep property unit CSVs centralized