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Update lead phone record after assistant picks lead

Your leads lose phone data when assistants pick them, which causes outreach delays and missed connections. This keeps contact info complete so reps can reach prospects same day.

Update lead phone record after assistant picks lead

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Overview

If assistants pick leads but phone numbers don't make it into the profile, reps waste time chasing incomplete records. This flow guarantees contact numbers appear in the lead profile within seconds so reps and operations coordinators can begin outreach the same day.

Update lead phone record after assistant picks lead