Update client visit leaderboard after each completed sale
Update client visit leaderboard after each completed sale
Your visits leaderboard goes stale when completed sales aren't recorded, causing incorrect MTD/YTD/lifetime counts. Keep visit counts and last-visit details current so coordinators can act within minutes.
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Overview
Stale visit data leaves coordinators without reliable MTD/YTD metrics and slows outreach. This flow captures completed sales with appointment IDs and updates or creates leaderboard records so program coordinators see current counts and last-visit context within minutes.