Keep sales reps' consultation queue prioritized and visible

Sales reps miss consults when deals reach 'Potential Editors Selected' but aren't logged in shared trackers. This workflow logs those deals into a shared spreadsheet so reps and schedulers prioritize outreach.

Overview

Deals slipped between systems cost consults and momentum. This workflow captures every deal moved to 'Potential Editors Selected' and deposits it into a single shared spreadsheet, creating a prioritized queue so sales reps and schedulers can act immediately and eliminate missed follow-ups.

Notable Features

Add deals to a shared spreadsheet
Notify sales reps and schedulers
Filter deals by stage value