Keep sales pipelines accurate after consult status changes

Sales reps lose track when consultation tags or statuses change, causing missed follow-ups. Update lead and tracking sheets on status change so sales and intake have current pipeline views.

Overview

Missed consultation updates cost sales reps follow-up momentum and let deals stall. This workflow keeps lead and tracking spreadsheets current after any consultation tag or status change, so sales and intake act faster with zero ambiguity; teams report fewer missed follow-ups and cleaner handoffs.

Notable Features

Update spreadsheets on tag change
Route updated leads to intake
Flag leads needing immediate follow-up