Update affiliate reports as lead stage changes occur
Update affiliate reports as lead stage changes occur
Affiliate-tagged leads change steps without updating reports, scattering commission and refund checks. Keep the master affiliate row current so accounting can reconcile revenue same day.
Overview
Affiliate-tagged lead moves are a frequent source of fragmented commission and refund records, forcing manual reconciliations. This flow centralizes those updates, keeps your master affiliate rows current, and triggers refund checks so accounting and leadership can reconcile revenue the same day.