Keep business owner dashboards updated when opportunities change

Business owners see 'ANBs - Shared' counts go stale and dashboards fall out of date. Keep the smart view and numeric leads report updated on opportunity changes so managers see current ANBs and act.

Overview

Stale 'ANBs - Shared' opportunity counts leave business owners making decisions from outdated dashboards, increasing operational friction. This workflow keeps the shared smart view and numeric leads report aligned after opportunity changes, so managers see current ANBs counts and can make timely decisions.

Notable Features

Keep smart view updated
Update numeric leads report
Notify managers on changes