Retail broker: capture exchange requests into a centralized spreadsheet

Retail support ops miss exchange forms, delaying replacements. Log each submission to a central spreadsheet and send confirmations so requests are auditable and processing starts sooner.

Overview

Missed exchange requests hurt customer satisfaction and cause replacement delays for retail brokers. Centralizing every submission into a searchable spreadsheet with confirmation emails creates an auditable trail and ensures support ops start processing replacements without missed returns.

Notable Features

Create spreadsheet row per submission
Send confirmation emails to customers
Notify support ops of new requests