Keep NLCA closing-rate sheet updated for ops coordinators
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.
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