Business owner: purge stale prospects from central sheet
Business owner: purge stale prospects from central sheet
Business owners changing a board's passage status leave stale prospects in the central sheet, causing sales reps to chase deprecated leads. It removes those rows so ops and sales have an accurate list.
Overview
Stale prospects clog your pipeline and waste sales time. This workflow removes any prospect row tied to a changed passage status so ops and sales work from an accurate, actionable list, eliminating manual cleanup and preventing missed follow-ups.
Notable Features
- Remove matching prospect spreadsheet rows
- Watch board passage field changes
- Notify ops when removals occur