Update master lead row when a lead changes
Update master lead row when a lead changes
When a CRM lead changes, your intake spreadsheet can get out of sync and delay scheduling or billing for new clients. Keep the master lead sheet current so intake staff act same day.
Overview
When CRM lead fields change, your intake and scheduling workflow depends on an accurate master sheet. This flow keeps the sheet aligned with CRM updates so intake staff and program coordinators can schedule, bill, and outreach same day.