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Update lead stage in master spreadsheet for agent tracking

CRM stage changes sometimes don't reach your master lead sheet, leaving agents without pipeline context. Keep the lead sheet current so agents and admins act the same day.

Update lead stage in master spreadsheet for agent tracking

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Overview

When stage updates in your CRM don't surface in your tracking sheet, hot opportunities can stall. This flow pushes stage changes into the master sheet so agents and admins see up-to-date pipeline stages within minutes and prioritize outreach the same day.

Update lead stage in master spreadsheet for agent tracking