Senior project managers record inbound leads to tracker
Senior project managers record inbound leads to tracker
Senior project managers mark leads inside task updates, but details get buried and contacts are missed. This workflow writes each identified lead to the central metrics sheet so managers start follow-up quickly.
Overview
Project details buried in task notes create blind spots in ops reporting and let contacts slip away. This workflow captures PM-identified leads into a central metrics sheet and alerts the responsible manager, eliminating missed follow-ups and restoring reliable reporting.
Notable Features
- Create metrics row for each lead
- Extract contact info from task notes
- Notify project managers of new leads