Log updated task details to central KPI spreadsheet
Log updated task details to central KPI spreadsheet
Your CRM task updates aren't copied into the reporting sheet, leaving KPIs incomplete and delaying follow-up. This adds updates as dated rows so coordinators see consistent KPIs within minutes.
Overview
When CRM task updates don't reach your reporting workbook, coordinators can't trust KPIs and follow-up stalls. This flow captures qualifying task changes, standardizes dates, and writes dated rows to a central sheet so coordinators have reliable data within minutes.