Marketing director: consolidate government grant leads into central RDTI sheet
Marketing director: consolidate government grant leads into central RDTI sheet
Managing directors at marketing agencies miss government grant prospects when intake rows remain isolated. Copy new grant rows into a central RDTI leads sheet so sales reps can start outreach quickly.
Overview
Marketing agencies lose government grant prospects when intake rows live in separate sheets, creating pipeline gaps and missed outreach. This workflow ensures every new grant lead lands in the central RDTI leads sheet and notifies sales reps, converting intake into timely outreach and a consolidated pipeline view.
Notable Features
- Add new grant rows to RDTI
- Notify sales reps on new leads
- Prevent duplicate prospect records