Update daily lead counts in your report sheet
Update daily lead counts in your report sheet
Your prior-day lead counts are unrecorded, leaving sales managers without a reliable source breakdown. It writes yesterday's totals into the report sheet each morning.
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Overview
If your morning reporting still relies on manual copy‑paste, managers and ops are working from stale numbers. This flow extracts yesterday's lead totals from CRM saved views and writes them into your report sheet so sales leaders have accurate source counts before standups each morning.