Update master lead list when a lead closes
Update master lead list when a lead closes
Your closed lead records in project tracker don't reach the master revenue sheet, causing reporting gaps and missed follow-ups. The master sheet updates automatically so reporting and outreach stay current same day.
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Overview
Closed-lead details often never make it into the central revenue roster, leaving forecasting and follow-up behind. This flow writes closed records into your master lead sheet and updates ownership and revenue so leaders and managers see accurate data the same day.