Keep IT informed of confirmed opportunities for fulfillment

IT admins miss opportunity updates, causing sales and ops coordinators to lack contact info and guide links before fulfillment. Records go to a shared spreadsheet so dispatch has what it needs.

Overview

Missed opportunity details stall fulfillment and force manual follow-ups. This workflow captures confirmed or won opportunities into a shared spreadsheet and alerts dispatch so fulfillment begins with complete contacts and guide links. IT eliminates manual handoffs and keeps dispatch records reliable.

Notable Features

Log opportunity stage and contacts
Include guide URL per row
Notify dispatch and sales coordinators