Education sales ops: keep pipeline sheets updated from CSV uploads

Sales ops in education miss pipeline updates when CSV exports pile up in a shared folder, leaving reps with stale leads and stalled enrollments. Auto-imports refresh worksheets so reps act quickly.

Overview

Outdated pipeline sheets cost education sales teams enrollment momentum and clarity. This workflow converts folder CSVs into refreshed lead, deal, and trial worksheets so reps always have consolidated pipeline views and can follow up promptly. Expect fewer manual import errors and faster follow-up cycles.

Notable Features

Refresh worksheets from folder uploads
Clear and re-import stale rows
Alert reps to updated pipeline views