Set contact traffic light from spreadsheet rows for members
Set contact traffic light from spreadsheet rows for members
Your member records rely on color-coded spreadsheet reports, causing stale CRM flags and delayed class follow-up. It keeps contact flags current so staff can act same day.
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Overview
Spreadsheets are convenient for trainers, but manual updates leave CRM flags stale and staff unprepared. Push sheet status into contact records so front-desk and managers see changes within minutes and act same day.