Log new demo request leads to audit spreadsheet for ops
Log new demo request leads to audit spreadsheet for ops
Your demo-request leads sit in a smart view without an audit trail or clear owner context. Ops and reps get a searchable audit to triage and contact leads the same day.
Overview
Leads in a smart view often lack a persistent trail, which slows triage and obscures ownership. This flow writes each demo-request lead to a shared audit sheet so sales ops and reps can see owner, status, and act within the same day.