Update monthly tracker when new tagged lead arrives
Update monthly tracker when new tagged lead arrives
Tagged leads changing stages leave monthly tallies out of sync. Campaign managers reconcile counts the same day when the monthly tracker updates automatically.
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Overview
When tagged leads move into the new-lead stage, monthly tallies can fall out of sync and campaign managers work from stale numbers. This workflow increments the month tracker immediately so marketing ops have accurate counts the same day for reliable reporting and outreach.