Keep NLCA closing-rate sheet updated for ops coordinators

Ops coordinators miss advisor pre-call submissions, leaving the master closing-rate sheet stale. Every submission updates the master NLCA closing-rate sheet, so sales and ops see current indicators.

Keep NLCA closing-rate sheet updated for ops coordinators

Overview

Stale closing-rate data undermines operational visibility and delays accurate handoffs between ops and sales. This workflow writes every advisor pre-call submission to the master NLCA closing-rate sheet, eliminating missed updates so leaders always have current closing indicators and clearer performance signals.

Notable Features

  • Update master closing rate sheet
  • Match submissions to existing rows
  • Notify ops and sales on changes

Keep NLCA closing-rate sheet updated for ops coordinators