Sales ops: Centralize regional leads into one spreadsheet

Sales ops lose campaign attribution when incoming leads are scattered across inboxes and forms. Append submissions to regional sheets so managers get one centralized record for reporting.

Overview

Sales ops struggle with fragmented lead records that break campaign attribution and force manual reconciliation. This workflow captures every incoming lead into regional spreadsheets, eliminating fragmented records so managers have one source of truth and zero missed entries.

Notable Features

Append leads to regional sheets
Format phone and date fields
Notify regional managers on entry