For IT: keep funnel spreadsheet updated for alliance-tagged leads

IT admins lose alliance-tagged leads, creating reporting gaps and missed scheduling. Workflow records matching leads to a shared funnel so coordinators have current schedules and campaign context.

Overview

Manual omissions of alliance-tagged leads create reporting blind spots and force operations into reconciles. This workflow ensures every matching lead lands in a shared funnel, eliminating manual omissions and giving coordinators current schedules and campaign context for reliable reporting.

Notable Features

Record alliance-tagged leads automatically
Filter by lead status and tag
Populate shared funnel spreadsheet rows