Keep sales reps' follow-up sheet updated from consultations

Sales reps doing in-home consultations lose follow-up customers when completed jobs aren't captured. This adds customers to a shared follow-up sheet so reps can start outreach quickly.

Overview

Completed in-home consultations often never make it to sales, leaving reps without timely prospects and deals stalled. Route every finished consultation into a shared follow-up sheet so reps always have fresh prospects, enabling faster outreach and zero missed follow-ups.

Notable Features

Add completed customers to spreadsheet
Format and validate phone numbers
Notify reps of new entries