Update acquisition master sheet when sales rep changes
Update acquisition master sheet when sales rep changes
Your acquisition sheet goes out of date when account owners change in the CRM, leaving coordinators unsure who owns each account. Keep the master sheet current so coordinators see owners same day.
Overview
When account ownership changes in the CRM, downstream sheets often become inaccurate and outreach stalls. This flow keeps your acquisition master sheet aligned so coordinators and sales ops see correct owners within minutes, enabling timely outreach same day.