Marketing ops ensure qualifying opportunities appear in tracking sheet

Marketing ops miss matching notifications when vehicle opportunities stay unrecorded. This workflow ensures qualifying opportunities appear in a central sheet so ops trigger matching notifications.

Overview

Marketing ops lose campaign signals when qualifying opportunities aren't captured. This workflow routes specified new sales opportunities into a central tracking sheet and notifies ops, removing manual entry and ensuring matching notifications fire so outreach starts promptly.

Notable Features

Create rows for qualifying opportunities
Filter opportunities by sale type
Notify marketing ops of matches