Push assigned consultant to lead sheet on opportunity edit
Push assigned consultant to lead sheet on opportunity edit
When opportunity edits don't reach your lead sheet, consultant assignments go untracked, causing handoff delays. Keep the lead sheet updated so coordinators see ownership the same day.
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Overview
When opportunity edits include a new consultant assignment, your tracking sheet must reflect that change to avoid missed bookings and scheduling confusion. This flow routes assignment data into the lead sheet so coordinators see ownership immediately, enabling same-day scheduling and cleaner handoffs.