Update monthly lead tracker when new leads arrive
Update monthly lead tracker when new leads arrive
When new leads enter your promotion pipeline, daily lead tallies go unrecorded in reports. You receive consolidated counts for campaign managers and owners same day.
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Overview
When new pipeline leads don't update your tracker, campaign reporting and daily handoffs stall. This flow writes each qualifying lead into the current-month sheet and increments the day total so campaign managers see same-day counts and owners can report quickly.