Update closing rate from advisor pre-call form submission
Update closing rate from advisor pre-call form submission
Your advisor pre-call submissions aren't updating the closing-rate sheet, leaving lead status stale and follow-ups delayed. Keep the sheet current so reporting and outreach remain aligned same day.
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Overview
Advisor pre-call submissions must feed your closing-rate ledger so reps and managers act on fresh data. This flow finds the matching sheet row and updates rate and status fields automatically, keeping reporting and outreach aligned same day.