Keep customer support ops aligned on referral updates

Customer support ops miss spreadsheet referral edits, causing outreach errors and stalled cases. Create or update profiles and log referrals so agents act on accurate customer histories.

Overview

Missed referral spreadsheet edits lead to outreach mistakes and frustrated customers; that creates extra work for support ops and muddles marketing attribution. This workflow keeps customer profiles current and records referral events so agents and marketers act from the same history, reducing missed follow-ups and ensuring clearer handoffs.

Notable Features

Create or update customer profiles
Log referral events in CRM
Notify agents on referral changes