Log new partner-sourced leads into central tracking sheet

Partner-sourced leads stay only in CRM, forcing marketing ops to reconcile sources and miss outreach windows. It logs each lead into a shared sheet for faster triage and same-day follow-up.

Log new partner-sourced leads into central tracking sheet

Overview

When partner-sourced leads land only in the CRM, marketing operations spend hours reconciling intake and miss prime outreach windows. This flow logs and updates those leads into a shared tracking sheet so campaign managers can triage and act the same day.

Log new partner-sourced leads into central tracking sheet