Prevent lead tracker gaps for operations coordinators

Operations coordinators miss validated phone leads, causing reconciliation gaps. Copies validated leads into client and catch-all sheets so ops get auditable records and reliable routing.

Overview

Operations coordinators lose ROI visibility when validated phone leads aren't replicated, creating routing failures and extra reconciliation work. This workflow ensures every validated phone lead lands in both client and catch-all trackers while flagging duplicates, creating an auditable trail. The result is cleaner reporting, fewer reconciliation headaches, and more reliable lead routing.

Notable Features

Copy validated phone lead rows
Add entries to client tracker
Flag duplicates for reconciliation