Update lead records from job updates for reps

When job records aren't mirrored into your master leads table, reps lack contact, address, and status context for outreach. Keep lead records current so reps can act same day.

Update lead records from job updates for reps

Overview

Stale job data in your master lead table makes outreach error-prone and slows pipeline updates; this flow writes job changes into your lead master so reps and ops always see current contact, status, and contract totals. That means faster prep and same-day readiness for follow-up.

Update lead records from job updates for reps