Sales ops capture property fall-throughs into central spreadsheet
Sales ops capture property fall-throughs into central spreadsheet
Sales ops miss fall-throughs when Slack flags properties back on market, creating pipeline gaps. Log each fall-through to a central sheet so reps have consistent records for reporting and follow-up.
Overview
Unrecorded fall-throughs create pipeline gaps and missed rep follow-ups, undermining forecasting and deal recovery. This workflow captures Slack fall-through flags into a central spreadsheet so sales ops and reps get consistent logs for reporting and faster, more reliable follow-up.
Notable Features
- Create fall-through rows automatically
- Format addresses and extract property reference
- Notify reps and sales ops for follow-up