Update daily booking counts in your sales tracker sheet
Update daily booking counts in your sales tracker sheet
You miss follow-ups when new consultancy bookings aren't logged, leaving daily tallies out of date. The workflow keeps your sheet updated so sales managers see accurate counts and follow up the same day.
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Overview
Unlogged consultation bookings create blind spots that delay follow-up and distort daily reporting. This workflow captures qualifying bookings and increments your tracker so sales managers see accurate totals and can act the same day.