Keep DPS heating leads updated in sales tracker

Sales reps miss leads when status changes to DPS HEATING, creating overlooked prospects and stalled follow-up. A shared tracking sheet gives reps current qualified records so they can prioritize outreach.

Overview

When leads flip to DPS HEATING and records don't follow, qualified prospects get overlooked and pipeline clarity suffers. This workflow ensures every DPS HEATING lead becomes a row in your central tracker so reps and managers see current qualified records and can prioritize outreach. The result is faster rep follow-up and far fewer missed qualified follow-ups.

Notable Features

Add qualified leads to sheet
Search and update existing rows
Notify reps of new leads