Keep sales reps' closed deals in one spreadsheet

Sales reps tagging contacts as sold miss deals, creating reporting gaps and commission errors. This workflow adds sale details to each rep's deals sheet, ensuring centralized records for reporting.

Overview

Missed recording of closed deals creates forecasting blind spots and commission disputes. This workflow captures sold-tagged contacts and writes them to each rep's deals sheet, eliminating missed entries and delivering cleaner deal logs and fewer manual errors.

Notable Features

Add sale rows to spreadsheet
Create rep-specific deal records
Notify sales reps of entries