Update master lead records from completed outreach rounds
Update master lead records from completed outreach rounds
Your completed prospect entries aren't added to the master contact list, skewing advisor pipelines and performance. The master list is updated daily so partners see accurate counts by morning.
Overview
If completed prospects aren't reflected in your master list, advisor pipelines and daily reports misstate progress. This flow writes completion dates and increments counters every morning, so partners and advisors see accurate counts by the start of the day.