Update master lead records and increment outreach rounds
Update master lead records and increment outreach rounds
Your completed outreach rounds don't update the master list, leaving segment counts inaccurate. Ensure master records and engagement totals refresh each morning so campaigns run with current targeting.
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Overview
Daily reconciliation keeps your master lead list aligned with completed outreach so campaign managers and advisors always act on current engagement data. That reduces pre-send cleanup and ensures campaign targeting and reporting are accurate each morning.