Update intake sheet with chat budget estimates from leads
Update intake sheet with chat budget estimates from leads
Your intake sheet misses budget estimates from chat leads, leaving managers without context to prioritize. Record budgets automatically so intake rows stay current for same-day outreach.
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Overview
When chat budget replies fail to reach your intake sheet, reps lack the context to prioritize and delays build up. This flow writes those budget estimates into intake rows so campaign managers can see budgets and act the same day.