Update account dashboard view counts in CRM weekly
Update account dashboard view counts in CRM weekly
Your dashboard view sheet often has stale or header rows that hide true engagement signals. Keep CRM account view counts current so account teams have accurate outreach context each week.
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Overview
Stale dashboard view counts leave account teams blind to client engagement and reduce the effectiveness of outreach. This weekly sync writes the latest view counts into account records so reps have accurate signals ahead of weekly outreach and reviews.