Keep sales ops' priority lead list updated instantly

Sales ops miss priority leads when stage changes aren't captured, causing missed outreach. This flow logs priority-stage opportunities to a central lead sheet and notifies reps for quicker follow-up.

Overview

Lost first contact when pipeline moves aren't captured costs deal momentum and clouds forecasting. This workflow captures priority-stage opportunities into a single lead sheet and notifies reps, converting missed handoffs into immediate follow-ups so response times drop and manual entry is reduced.

Notable Features

Log priority-stage opportunities to sheet
Notify assigned reps by email
Prevent duplicate lead entries