Add local council leads to regional tracking sheet
Add local council leads to regional tracking sheet
Your master lead sheet mixes council rows, making local outreach lists noisy and slowing quotes. It routes matching rows to a council sheet so your project coordinators get clean lists same day.
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Overview
When council rows are buried in a master sheet, local outreach stalls and quoting becomes reactive. This flow routes qualifying council rows into a council-specific tracking sheet so your project coordinators have clean, actionable lists ready same day.