Update cancelled call status in monthly project tracking sheet
Update cancelled call status in monthly project tracking sheet
Your call tracking sheet goes out of sync when cancelled-call tags in your CRM aren't reflected in monthly rows. It writes the cancelled status to the sheet so coordinators see updates same day.
Overview
When cancelled-call tags are added in the CRM but not reflected in trackers, coordinators work from stale data and rescheduling slips. This flow writes cancelled statuses into your monthly tracking sheet automatically, so coordinators have accurate outreach context same day and your monthly reports stay reliable.