Populate primary practice area on lead records when updated
Populate primary practice area on lead records when updated
Your leads lack a single primary practice when imports put values into a multi-value practice field, causing routing gaps. It copies a clean primary practice so reps and reports are accurate same day.
Overview
When practice values arrive in inconsistent formats, leads get misrouted and dashboards lose trust. Implementing this flow standardizes the lead primary practice so reps see correct segmentation and routing is corrected same day.