Keep operations coordinators from missing new sales handoffs

Operations coordinators lose lead contact details when deals move to lead-sale, causing delivery delays and reporting gaps. So ops and delivery begin fulfillment with organized leads.

Overview

Missed lead details between sales and delivery stall fulfillment and corrupt operational reporting. This workflow pushes converted leads into shared spreadsheets and alerts ops so delivery starts with organized records and missed handoffs are avoided.

Notable Features

Export contacts to delivery spreadsheets
Create consistent lead record rows
Notify ops and delivery coordinators