Create daily issued leads scorecard entries in spreadsheet
Create daily issued leads scorecard entries in spreadsheet
You need issued-leads counts by product and source, but manual tallying leaves scorecards stale. Reports are ready each morning by logging daily per-product issued lead totals to the scorecard.
Overview
Stop starting mornings with stale lead numbers and manual exports. This scheduled flow captures issued-lead totals by product and source into your team scorecard so regional managers and sales ops have accurate reports ready each morning.