Reset weekly lead counts and clear host assignments
Reset weekly lead counts and clear host assignments
Your lead count and host assignment fields drift during the week, causing uneven outreach and skewed weekly metrics. It zeroes counts and clears hosts so sales ops see consistent data by Monday.
Overview
Leftover lead counts and owners make Monday outreach messy and slow down reps. This workflow wipes weekly counts and clears owner fields each weekend so your sales ops team hands off clean, consistent records before the workweek starts.