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.

Add local council leads to regional tracking sheet

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.

Add local council leads to regional tracking sheet