Keep project managers' lead spreadsheets up to date

Project managers see CRM leads leave spreadsheets stale, causing missed handoffs. Keep lead sheets aligned with CRM updates so project managers monitor pipeline and coordinate work.

Overview

Stale lead spreadsheets create blind spots that delay projects and force manual reconciliation. Keep lead sheets aligned with CRM changes so project managers gain an up-to-date pipeline view, enabling faster handoffs and fewer reporting gaps.

Notable Features

Keep lead sheets up to date
Format lead fields for reporting
Notify project managers on changes