Keep sales ops tracker updated when deals become SQLs

Sales ops miss new SQLs when deal-stage updates aren't captured, causing follow-ups to age and forecasts to skew. This workflow records SQL contacts with timestamps into a central tracker, so reps and ops act quickly.

Overview

When SQLs slip through, follow-ups stall and forecasts lose accuracy. This workflow ensures every SQL contact is recorded and timestamped in a central tracker, eliminating missed follow-ups and tightening handoffs between reps and ops. The result is cleaner pipeline data and faster, more consistent first touches.

Notable Features

Add SQL contacts to tracker
Timestamp and tag each entry
Notify reps and sales ops