Update client records on affiliate lead status change
Update client records on affiliate lead status change
Your client records fall out of sync when affiliate lead info changes, causing referral attribution gaps and delayed outreach. Keep profiles updated for same-day outreach and referral reporting.
Overview
Affiliate-sourced changes often break referral attribution and delay outreach; this flow keeps client profiles current and referral sources recorded. Program coordinators get same-day profile updates so outreach and reporting stay accurate and timely.