Reset broker daily lead allocations and flag shortfalls
Reset broker daily lead allocations and flag shortfalls
Your broker allocation records drift when actuals lag, leaving brokers underserviced and routing uneven. Keep routing accurate by resetting counters and stamping updates each morning.
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Overview
If broker allocations slip, routing becomes uneven and ops spend time fixing assignments. This flow runs each morning to reset shortfalls and stamp records so routing admins see accurate counts at start-of-day and can act immediately.