Update buyer tracker when lead stage changes in CRM

Your buyer lead records advance to met-with without the central tracker updating, leaving brokers unaware. Keep the shared buyer tracker current so teams act on fresh status same day.

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Overview

When buyer leads move to a 'met with' stage, your central tracker must reflect that change so brokers don’t miss momentum. This flow updates the shared buyer worksheet and routes entries by office, giving brokers and coordinators current status to act on the same day.