Keep insurance lead records standardized after every spreadsheet update

Sales ops in insurance face incorrect dates and blank owner fields in spreadsheets, risking lost policy opportunities and skewed pipelines. It standardizes fields and fills owners so reps act.

Overview

Inconsistent spreadsheet leads cost insurance sales ops by delaying quotes and missing policy opportunities. This workflow enforces standardized dates, mapped lifecycle/status values, and owner population so reps receive consistent, actionable leads and follow up reliably.

Notable Features

Normalize date formats on update
Map lifecycle and lead statuses
Populate owner names from lookup