Create lead rows from updated project spreadsheet entries
Create lead rows from updated project spreadsheet entries
Your intake sheet's contact rows aren't mirrored, causing follow-up gaps and stalled assignments. This adds those contacts to your central lead tracker so coordinators can assign follow-up same day.
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Overview
When intake rows change, coordinators waste time copying contacts and risk missed follow-ups. This flow funnels updated contact rows into your central lead tracker and a project sheet so coordinators can assign follow-up same day.