For IT: Ensure weekly lead counts in central sales sheet
For IT: Ensure weekly lead counts in central sales sheet
IT can't capture weekly lead counts before counters reset, leaving sales managers without a full week record. That ensures sales managers have the full week snapshot before counters reset.
Overview
Missed weekly snapshots create reporting gaps that blind sales managers during performance reviews. This scheduled flow records a consolidated lead-count row to the central sales sheet before counters reset, eliminating manual handoffs and ensuring managers always have a complete weekly snapshot.
Notable Features
- Add weekly lead-count row
- Reset source counters after snapshot
- Alert sales managers on completion