Mark approved leads and log to BI sheet
Mark approved leads and log to BI sheet
Campaign leads lack approval flags and BI rows, so managers can't tell which leads are approved for outreach. Leads are flagged and logged to the BI sheet for same-day reporting and follow-up.
Overview
If campaign leads arrive without approval context, reporting stalls and reps waste time. This flow marks qualifying leads and logs them to your BI sheet so campaign managers and sales reps see approval status and same-day reporting.