Add changed board leads to spreadsheet and notify rep
Add changed board leads to spreadsheet and notify rep
When a lead flag changes on your board, prospect details and intent can slip through, leaving reps without context for outreach. Capture and notify so reps can begin outreach same day.
Overview
Turn board column changes into a dependable lead intake that your sales team can act on immediately. Recording leads to a central sheet and emailing the assigned rep means prospect context is preserved and outreach can begin the same day.