Update the performance sheet when lead status changes
Update the performance sheet when lead status changes
Your lead updates aren't reflected in the shared performance workbook, causing inaccurate pipeline views and missed planning cues. Keep the workbook accurate for planning and resourcing same day.
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Overview
Stale lead data in your performance workbook makes planning and staffing inaccurate and slow. This flow aligns lead updates to your central workbook so project managers and coordinators can plan from an accurate pipeline the same day.