Keep IT enrollment records current in central spreadsheet

IT risks audit gaps when new CRM enrollments aren't recorded centrally. Record each enrollment into a shared spreadsheet so legal, sales, and ops have an auditable, up-to-date list for follow-up.

Overview

Missed CRM enrollments create audit risk and slow follow-up across legal, sales, and operations. This workflow ensures every enrollment lands in a central spreadsheet, eliminating manual gaps and delivering an auditable roster. IT maintains oversight and gives stakeholders immediate, reliable visibility.

Notable Features

Create spreadsheet rows for enrollments
Check for duplicates before adding
Notify legal and sales stakeholders