Update lead tracker when CRM step changes for accuracy

Lead step changes aren't mirrored in your tracker, causing follow-up gaps and invoice delays for tax clients. Keep the tracker current so coordinators and billing can act same day.

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Overview

When a deal's step shifts, your tracker should move with it so coordinators and billing never act on stale data. This flow keeps your central tracker accurate and visible, letting onboarding and billing teams start next steps the same day.