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Align call board status with call-tracking records for ops

When thumbs on your call board change, stale lead states cause routing errors and missed follow-ups. This updates call-tracking records immediately, ensuring accurate lead status for ops.

Align call board status with call-tracking records for ops

Overview

Stale call statuses create routing mistakes and missed follow-ups; this workflow keeps your call-tracking records accurate across systems. The result is less manual reconciliation, cleaner lead data for ops, and faster handoffs.

Align call board status with call-tracking records for ops