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Add broker referral updates to master leads sheet

Broker referrals in your project tool lack structured lead rows, causing delayed outreach and unclear ownership. Leads are added to a central sheet for faster assignment and same-day follow-up.

Add broker referral updates to master leads sheet

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Overview

Brokers pressing a referral button shouldn't leave your sales queue guessing — missing rows delay outreach and reporting. This flow logs each referral as a single, formatted lead row and normalizes the referral month, enabling sales managers to start outreach the same day.

Add broker referral updates to master leads sheet