Set round-robin row to Qualified when deal advances
Set round-robin row to Qualified when deal advances
Your round-robin sheet gets out of date when deal stages change, leaving qualified deals unassigned and BDRs unable to act. Keep qualification flags current so queueing and handoffs occur the same day.
Overview
If your round-robin tracker falls out of sync with CRM stage changes, qualified opportunities can sit unowned and response times slip. Keep the sheet current so sales ops and BDRs can assign owners and follow up the same day.