Business owners: update monthly quote counts by source
Business owners: update monthly quote counts by source
Business owners miss 'Quote Given' marks, so channel counts lag. This updates monthly channel totals when status flips to Quote Given, giving marketing current quote volume.
Overview
Outdated channel counts leave marketing guessing and can misallocate budget across channels. This workflow keeps monthly quote totals current whenever a lead is marked Quote Given, eliminating manual reporting lag so marketing can act on fresh source data.
Notable Features
- Increment monthly channel counts by source
- Detect Quote Given status changes
- Update monthly summary sheet rows