Create per-rep lead status rows in spreadsheet for reporting
Create per-rep lead status rows in spreadsheet for reporting
Your lead records lacking per-rep logs make it hard to reconcile field activity and owner performance. This creates per-rep rows for each status change so managers see updates same day.
Overview
If your field activity isn’t reflected in per-rep logs, leaders can’t reconcile performance or spot missed SLAs. This flow captures every new lead and status change into a per-owner sheet so reporting is accurate and managers get same-day visibility.