Log newly assigned leads to activity tracking sheet
Log newly assigned leads to activity tracking sheet
Your CRM lead assignments go unrecorded, leaving onsite quote scheduling inconsistent. Collect each assigned lead into your activity sheet so reps can act the same business day.
Overview
Leads assigned in the CRM often never reach the activity log, which fragments scheduling and slows site quotes. This flow captures each assignment into a single, time-stamped sheet so reps and schedulers have dependable handoff data the same business day.