Answer customer questions, cite sources, forward tough cases. Every one is ready to run, and you can adjust it in plain language.
Send the sales lead a weekly pipeline report with the filters used.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Reply to pipeline questions with checked CRM figures and filters.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.