Project managers: keep sales lead activity up to date
Project managers: keep sales lead activity up to date
Project managers watch lead chat activity lag in shared sheets, causing reps to miss warm outreach. It refreshes phone and last-message timestamps regularly so reps can prioritize follow-up.
Overview
Project managers lose pipeline momentum when shared lead sheets don't reflect recent chats. This workflow keeps phone numbers and last-message timestamps current across your sheet, ensuring reps spot warm conversations and avoid missed follow-ups. The result is clearer prioritization and fewer leads slipping through the cracks.
Notable Features
- Update phone and message timestamps
- Keep shared sheet rows current
- Prioritize leads by recent activity