Add lifecycle stage changes to performance dashboard sheets
Add lifecycle stage changes to performance dashboard sheets
Your contact lifecycle updates aren't captured in reports, leaving lead, quote and sale activity untracked. It appends lead and sale rows to reports so managers see updates same day.
Overview
Lifecycle stage changes often miss your performance dashboard, leaving campaign and sales activity invisible to growth leads. This flow captures lead, quote and sale events into reporting sheets so your performance and growth director and campaign managers see updated counts same day.