Update appointment and lead details in master sheet

Your lead-to-appointment spreadsheet can fall out of date when intake posts changes, delaying billing and forecasting. It keeps rows current so finance can close forecasts same day.

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Overview

When intake updates don't land in your master lead sheet, forecasts and invoice readiness slip into the next day. This flow writes intake appointment and lead attributes straight into the master worksheet so finance can finalize forecasts and prepare invoices the same day.