Reset monthly broker tallies for accurate pipeline counts
Reset monthly broker tallies for accurate pipeline counts
Your broker lead tallies and assignment flags drift, leaving brokers without accurate starting counts. This clears stale counts so brokers and coordinators have accurate monthly starting metrics.
Overview
Monthly tally drift creates noise in your pipeline and slows outreach; this scheduled reset makes counts reliable at the start of every month. Clean starting counts let brokers and coordinators prioritize follow-up and deliver accurate reports before month-end.