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Add or update gross leads to tracking sheet

Your CRM deal moves and new gross-lead records aren't in your tracking sheet, causing reps to miss outreach. Keep the worksheet current so sales can act same day.

Add or update gross leads to tracking sheet

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Overview

When deals enter the gross-lead stage, the tracking sheet must reflect that instantly so reps can act. This flow writes new rows and updates existing ones so acquisition managers and sales see fresh leads within minutes and can follow up same day.

Add or update gross leads to tracking sheet