Sales CRM Move Leads Automatically

Automate and Archive Google Sheets Leads with App Script Get Sheet: https://docs.google.com/spreadsheets/d/1y91yNH5jWlew3W7OFaPTWXXIvePZXL2mcR5j98zvQf4/copy Master Spreadsheet Automation: https://www.udemy.com/course/spreadsheet-automation-101/?referralCode=993940D0DB146D780A92 In this video, you'll learn how to manage and automate leads in Google Sheets using App Script. The tutorial covers two methods: a basic filtering method and an advanced automation technique. The first method demonstrates how to use filters to view leads for the current month. The second, more robust method involves writing custom scripts to move current month leads to a new tab and archive old leads. The process is automated with Google Sheets triggers, ensuring efficient lead management. Follow along to streamline your workflow and make your Google Sheets more powerful! 00:00 Introduction to Managing Leads 00:51 Simple Method for Filtering Leads 02:07 Automating Lead Management with App Script 03:10 Writing and Testing the Script 10:26 Finalizing and Running the Automation 12:02 Setting Up Triggers for Automation 13:21 Conclusion and Next Steps