Update lead match statuses when partners are declined by client
Update lead match statuses when partners are declined by client
When a partner declines, lead records and match entries drift, causing duplicate outreach and partner confusion. Keep matched statuses aligned so reps and partner managers act on the same data same day.
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Overview
Mismatched match records after partner declines lead to duplicated outreach and frustrated partners. This flow synchronizes match entries immediately so reps and partner managers work from the same state and avoid wasted contact the same day.