Add or update appointment rows from updated sales records
Add or update appointment rows from updated sales records
When meeting statuses change in your sales records, reps and ops miss scheduled demos and follow-ups. The shared sheet stays current so coordinators can run reports same day.
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Overview
If meeting statuses don't reach your reporting sheet, forecasting and follow-up break down and reps miss outreach windows. This flow captures status updates and writes cleaned contact and meeting data into the shared worksheet so coordinators can run accurate reports and reps act same day.