Update main table rows with matching agent record IDs
Update main table rows with matching agent record IDs
Your rows arrive without linked agent records, forcing manual lookups and misroutes. Linking the agent record keeps rows consistent and enables routing and reporting same day.
Overview
When updated rows arrive without a linked agent, coordinators waste time on manual lookups and routing stalls. This flow finds the matching agent and writes the reference into the row, giving coordinators linked records for routing and reporting same day.