Write funnel appointment dates to regional sheets now
Write funnel appointment dates to regional sheets now
Your funnel signups with requested visit dates aren't recorded in regional lead sheets, so planners miss booking windows. It updates regional lead sheets so coordinators can schedule visits same day.
Overview
Funnel submissions often include preferred visit dates that never make it into regional planning sheets, forcing coordinators to chase details. This flow ensures each submitted date is written to the correct region sheet so planners can assign and confirm visits the same day.