Travel ops manager: forward ready phone leads hourly
Travel ops manager: forward ready phone leads hourly
Travel ops managers miss ready phone contacts in sheets, risking missed bookings and slow guest outreach. This workflow forwards rows marked Yes into your intake hourly, so outreach starts quickly.
Overview
Missing ready phone leads costs bookings and frustrates guests. This workflow moves every 'Yes' contact into your intake pipeline on an hourly cadence, eliminating manual checks and ensuring outreach starts quickly. Ops leaders see fewer missed follow-ups and smoother handoffs between intake and outreach.
Notable Features
- Check phone spreadsheet hourly
- Forward rows labeled Yes
- Notify ops and outreach teams