Project managers route upsell rows to pilot tracking sheet
Project managers route upsell rows to pilot tracking sheet
Project managers flag upsell cat in spreadsheets but those rows get buried, causing opportunities to be missed by project and sales. So project managers and sales see flagged rows and act promptly.
Overview
Project managers risk letting upsell opportunities slip when flagged rows stay buried in spreadsheets. This workflow ensures every flagged upsell becomes a visible pilot sheet entry, eliminating pipeline blind spots and enabling faster handoffs. Operations gain clear owner accountability and fewer manual misses.
Notable Features
- Create pilot sheet entries on flag
- Notify project and sales owners
- Filter duplicates before creating entries