Update affiliate lead trackers from CRM step changes
Update affiliate lead trackers from CRM step changes
Affiliate lead records go out of sync when CRM steps change, causing missed follow-ups and payout uncertainty. Keep affiliate tracking tables updated so coordinators act the same day.
Overview
When CRM step changes don't reach affiliate trackers, partners and coordinators lose visibility and payouts stall. This flow syncs CRM step and status changes into each affiliate table automatically, so coordinators and finance see accurate statuses the same day.