Keep project managers informed with every sold lead

Project managers lose transferred sold leads across tools, causing missed handoffs and stalled onboarding. It records each transferred sale in a central spreadsheet for auditable follow-up.

Overview

Unlogged transferred leads create missed handoffs and unclear ownership for project managers. This workflow ensures every transferred sale lands in a central, auditable processing sheet and alerts ops plus account owners so follow-up begins promptly. The result is fewer missed handoffs and clearer ownership across your sales process.

Notable Features

Log sold leads to spreadsheet
Notify ops and account owners
Include ownership and source details