Keep real estate project worksheets updated from signup forms

Co-founders at small real estate firms miss signup details in forms, risking delayed showings and lost commissions. Create and update project worksheets so coordinators start follow-up immediately.

Overview

Small real estate firms lose bookings and commissions when signups sit unprocessed. This workflow turns every signup into a project worksheet row and a central index entry, so coordinators see and act on new requests without manual entry. The result: faster handoffs, clearer project records, and far fewer missed follow-ups.

Notable Features

Create worksheet for new projects
Add signup rows to project sheets
Notify coordinator of priority signups