Keep engineering in the loop on doc visits

Engineers miss doc visit signals in notifications, causing sales reps to overlook engaged prospects. Log document visits to a shared spreadsheet so sales reps see engagement and prioritize follow-up.

Overview

When engineering and sales lack shared visibility into document engagement, reps overlook hot prospects and pipeline stalls. This workflow captures every document visit into a central ledger and alerts reps so outreach is prioritized and missed follow-ups are eliminated.

Notable Features

Capture each document visit event
Append rows to central spreadsheet
Notify reps of high engagement