For IT: keep funnel sheet updated on alianza leads
For IT: keep funnel sheet updated on alianza leads
IT admins see alianza-tagged lead status changes drop from reports, leaving appointment and budget details stale and follow-ups missed. This updates the central funnel sheet so sales and ops use accurate attendance and budget records.
Overview
Stale funnel entries cause missed follow-ups and unreliable reporting. Keep the central funnel sheet current when leads get the alianza tag so sales and ops act from accurate attendance and budget records. The result: faster follow-ups, clearer reports, and eliminated manual updates.
Notable Features
- Update funnel rows on status change
- Pull attendance and budget fields
- Notify sales reps and ops