Update lead reporting row when cost agreement is sent
Update lead reporting row when cost agreement is sent
Lead reporting sheet misses send dates when agreements are emailed, leaving campaign managers without follow-up context. It writes send date and owner to the lead row so reports stay accurate same day.
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Overview
When your campaigns send cost agreements, your reporting should update without manual steps so ops can act immediately. This flow writes send dates and owners back to the lead row, giving campaign managers same-day visibility for follow-up.