Keep sales managers' MAL+ numbers current for reporting

Sales reps adding MAL+ contacts leave managers with stale MTD counts, risking forecasting and coaching errors. The workflow bumps MTD MAL+ so managers see current daily numbers for reporting.

Overview

Stale MTD MAL+ counts undermine forecasting and coaching for sales managers. This workflow updates MTD MAL+ when contacts join the list, keeping daily performance numbers current for reporting and decisions. That means fewer manual reconciliations and faster visibility into true performance.

Notable Features

Increment MTD MAL+ count
Create audit trail for changes
Notify managers of metric updates