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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.

Update monthly tracker when new tagged lead arrives

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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.

Update monthly tracker when new tagged lead arrives