Add monthly inquiry rows to sales month worksheet
Add monthly inquiry rows to sales month worksheet
Your master inquiry rows aren't grouped by month, so reps can't prioritize month-specific leads. Group new inquiries into the monthly sheet to enable faster follow-up and accurate month-end reporting.
Overview
New printing inquiries often sit in a single master sheet and slow down follow-up; this flow routes every new inquiry into the proper month worksheet so reps always have a current, month-specific list. That means faster outreach on screen-printing and vehicle-wrap leads and clear month-end reporting.