Log portal booking details to central booking sheet

Your portal bookings arrive scattered across tools, delaying reconciliation and follow-up. The sheet captures booking and payment details so sales ops can reconcile and contact customers same day.

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Overview

When portal bookings bypass your central records, sales ops spend hours reconciling and follow-ups are delayed. This flow logs qualifying bookings into a central sheet and filters out admin or cancelled entries, giving sales ops current booking and payment context within minutes.