Update lead record and log stage changes in lead tracker
Update lead record and log stage changes in lead tracker
Deal stage moves aren't reflected in your lead tracker, leaving reps with no updated next-step context. Owners see updated sheet rows and stage logs, enabling timely follow-up within minutes.
Overview
Deal stage changes often drift out of your sheet-based tracker and leave reps without next-step context. This flow writes every stage move to a logging worksheet, updates the master lead row when present, and alerts ops when a record is missing so reps and managers get current pipeline data within minutes.