Add staged lead rows to your central lead sheet

Your lead-tracking tasks jump stages without a reliable log, leaving intake and sales blind to prospect status. Record dated lead rows to a shared sheet so coordinators spot stage changes the same day.

Overview

When task-based leads change stage, your coordinators often lack a single source of truth—leading to delayed outreach. This flow captures stage changes and writes dated lead rows to a central sheet, giving sales and intake same-day visibility and an auditable record for weekly review.