Keep work order lead sources accurate for ops coordinators

Ops coordinators find 'Same as Main File' records leave work orders with incorrect lead sources, causing attribution and reporting delays. The flow copies the main-file source so reporting is accurate.

Overview

Ops coordinators risk incorrect sourcing when 'Same as Main File' flags aren't propagated, undermining fulfillment and reporting. This workflow ensures the main-file lead source overwrites ambiguous entries so work orders carry accurate sourcing, eliminating attribution errors and enabling reliable ops and account reporting.

Notable Features

Update work order lead source
Detect 'Same as Main File' entries
Notify ops and account teams