Update lead follow-up status in the master sheet
Update lead follow-up status in the master sheet
Your CRM tag changes don't reach the lead worksheet, leaving rep queues stale and outreach unprioritized. Keep the sheet current so reps can act on contact-ready leads the same day.
Overview
When CRM tags change to indicate contact priority, your shared lead worksheet often lags and reps miss windows to engage. This flow writes tag-driven status updates into the master sheet so reps see contact-ready leads and can act the same day.