Keep customer support ops CRM and reports aligned

Customer support ops lose participant status when reports live in separate sheets, causing handoff mistakes. Centralized records make CRM and spreadsheets match so agents act on current participant status.

Overview

When report submissions and CRM records diverge, support ops face handoff errors and stale participant statuses. This workflow creates a single source of truth so agents act on current participant status, reducing handoff mistakes and keeping reporting accurate.

Notable Features

Append submissions to master sheet
Update CRM participant fields
Notify support on mismatches