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For IT: keep sales tracker counts current and accurate

For IT: keep sales tracker counts current and accurate

Sales managers get inaccurate 'promising' totals when deal stages change, causing missed priorities. IT updates the central sales tracker so managers can prioritize promising deals.

For IT: keep sales tracker counts current and accurate

Overview

Inaccurate 'promising' counts make it hard for sales managers to prioritize and produce reliable forecasts. This workflow keeps the central sales tracker current when stages change, removing manual reconciliation so managers see real-time counts and avoid missed follow-ups.

Notable Features

  • Increment moved to promising count
  • Find and update tracker record
  • Prevent double-counts with lookups

For IT: keep sales tracker counts current and accurate