Update master lead records from completed leads daily
Update master lead records from completed leads daily
You have completed lead rows missing removal dates, keeping your master list stale and leaving advisors unsure whom to contact. Update records daily so advisors see outreach-ready contacts same day.
Overview
Stale master lead lists create duplicate outreach and wasted advisor time. This flow automatically stamps completed rows and updates the master list so advisors see outreach-ready contacts within hours and can act same day.