Update lead KPI row when contact becomes qualified
Update lead KPI row when contact becomes qualified
Your lead rows miss updated qualification and source after tags are applied, leaving agents without clear next steps. This writes those values into your KPI sheet so reps act the same day.
Overview
When contact tags don't propagate into your KPI sheet, reps work from stale context and opportunities slip. This flow writes inferred source and qualification flags into the tracking sheet so agents can prioritize leads and act the same day.