Update lead tracking sheet from CRM status changes
Update lead tracking sheet from CRM status changes
Your CRM lead statuses and meeting dates aren't reflected in the shared leads sheet, leaving advisors without context. Keep the sheet aligned so advisors can act on staging and meeting dates same day.
Overview
When lead status and meeting dates don't appear in your shared worksheet, advisors lose context and outreach stalls. This flow keeps the sheet aligned with CRM status so advisors and sales ops can act on the right staging and meetings the same day.