Create sales card and update master lead sheet
Create sales card and update master lead sheet
You get new database lead rows lacking booking context, so reps can’t prepare quotes or prioritize outreach. Add each lead to the master sheet and open a sales card so reps can act the same day.
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Overview
New database leads often arrive without booking context, leaving reps to chase details and delaying quotes. This flow logs each lead to your master sheet and opens a prioritized sales card so reps can act the same day.