Update lead records from job updates for reps
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.
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.