Update lead worksheet when contact stage changes
Update lead worksheet when contact stage changes
Your lead worksheet falls out of date when contact stages change and pipeline counts become unreliable. Keep the sheet updated so brokers and admins see current status the same day.
Overview
Stale pipeline data means missed priorities and wasted outreach for brokers and admins. This flow keeps your master worksheet current within minutes so leaders and agents see accurate status the same day and focus on highest-value prospects.