Send feed completion report to referral operations team
Send feed completion report to referral operations team
Your lead feed summaries miss a clear exception tally, leaving coordinators unsure which leads need broker reconciliation. Get a consolidated summary email so issues are reviewed and resolved same day.
Overview
When a lead data feed completes, your operations team needs a single source of truth to act quickly. This flow consolidates counts and timestamps into one HTML report so coordinators and leadership can triage exceptions and complete reconciliations same day.