Update deal source and channel from imported leads

Your spreadsheet lead rows lack correct source and channel on CRM deals, causing misrouted outreach and skewed reports. Reps get accurate origin data before sales review.

Overview

Inaccurate deal source data derails outreach and clouds pipeline metrics; fixing source and channel at the moment a sheet row changes gives reps reliable context for follow-up. You’ll get cleaner pipeline reports and fewer misassigned touches ahead of weekly forecast reviews.