Update lead intake row when deal MRR changes
Update lead intake row when deal MRR changes
Lead intake sheet falls out of sync when deal MRR or owner change, leaving CSMs without revenue context. Keep rows aligned so CSMs see updated MRR and owner details same day.
Overview
When deal revenue or owner fields diverge from your intake sheet, CSMs lack the context needed for timely renewals and onboarding. Keep lead intake rows current so CSMs and support ops see accurate MRR and owner details same day for faster handoffs.