Keep offer-tagged contacts logged for operations and sales

Ops coordinators miss offer-tagged contacts, causing follow-ups to slip and compliance gaps. Logs each tagged contact to a dated spreadsheet so ops and sales begin tracked follow-up with audit history.

Overview

Operations coordinators lose visibility when offer-tagged contacts aren't logged, creating compliance risk and missed handoffs. This workflow turns every tagged contact into a dated spreadsheet entry and audit trail, enabling faster handoffs and clearer follow-up ownership.

Notable Features

Log offer-tagged contacts automatically
Add dated audit entry per contact
Notify ops and sales via email