Update active deal touchpoint counts in your tracking sheet
Update active deal touchpoint counts in your tracking sheet
Your active deals lack recent email, SMS, call counts, leaving reps without prep context for outreach. The build writes touchpoint totals to the deals sheet so teams see engagement ahead of daily reviews.
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Overview
If your pipeline lacks timely engagement counts, reps can't prioritize follow-up and managers miss patterns before standups. This scheduled job calculates email, SMS, and call totals and writes them into the deals sheet so teams spot low-touch opportunities ahead of daily reviews.