Update KPI sheet when lead accepts showing request
Update KPI sheet when lead accepts showing request
Your KPI spreadsheet misses appointment confirmations when lead tags aren't reconciled, leaving agents without context. Keep KPI rows updated and clear tags so agents see confirmations same day.
Overview
When a lead says yes to a showing, the KPI tracker should reflect that immediately so managers and agents can act. This flow updates or creates the KPI row and clears the confirmation tag within minutes, delivering same-day visibility for follow-up.