Update lead status on tracking board from tag
Update lead status on tracking board from tag
Your inspection leads don't update when support tags change, creating dispatch and billing confusion. It keeps tracking items current so coordinators can schedule and invoice the same day.
Overview
When support tags change, your lead board can lag and leave coordinators blind to booking state, delaying dispatch and billing. This flow writes tag-derived statuses into your tracking board so coordinators and billing staff see updated booking states within minutes, enabling same-day scheduling and invoicing.