Update client tracker when client counts change automatically
Update client tracker when client counts change automatically
Your CRM client-number updates often don't reach the client tracker, causing adviser workload errors and reporting gaps. Keep counts aligned so operations and advisers see accurate totals same day.
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Overview
When client counts diverge between your CRM and the client tracker, adviser workloads and reporting slip. This workflow routes CRM count changes to the tracker so operations and advisers see accurate totals the same day.