Update research tracker and post team completion alert
Update research tracker and post team completion alert
Your research tracking sheet lags when reps mark contacts complete, leaving program coordinators without current status. You get instant sheet updates and a team alert so owners can act same day.
Overview
When reps log a research-complete call, program coordinators need immediate visibility; this flow writes the status to your tracking sheet and pings the research channel. That delivers current owner-facing status so follow-ups and reporting happen same day.