Add broker referral updates to master leads sheet
Add broker referral updates to master leads sheet
Broker referrals in your project tool lack structured lead rows, causing delayed outreach and unclear ownership. Leads are added to a central sheet for faster assignment and same-day follow-up.
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Overview
Brokers pressing a referral button shouldn't leave your sales queue guessing — missing rows delay outreach and reporting. This flow logs each referral as a single, formatted lead row and normalizes the referral month, enabling sales managers to start outreach the same day.