Keep master lead sheet current for consultant assignments

Operations coordinators editing opportunities risk misassigned consultants when contact info is stale. It updates the central lead sheet when opportunities are edited, ensuring consultants get accurate contacts immediately.

Overview

Operations coordinators risk misassigned consultants and missed follow-ups when contact records go stale. This workflow keeps the master lead sheet current on opportunity edits, eliminating stale contacts so consultants start outreach with accurate records and reducing missed follow-ups.

Notable Features

Update lead sheet on edits
Match by contact email
Notify operations coordinators of mismatches