Create regional lead rows from updated master sheet
Create regional lead rows from updated master sheet
Unrouted council lead rows in your master sheet delay local proposals and make follow-up ad hoc. You get a curated regional lead list for campaign managers to act on the same day.
Overview
Stop council-specific leads from getting lost in the master sheet and give campaign managers a clean regional roster to act on. Consolidating region-specific rows speeds local outreach so proposals and assignments can start the same day.