Update partner lead status on appointment completion now
Update partner lead status on appointment completion now
When appointment results change and partner IDs are missing, your partners miss qualified handoffs and reps lack necessary context. Gain synced partner lead statuses for faster outreach same day.
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Overview
Appointment outcomes should automatically update partner lead records so reps and partner coordinators never chase stale information. This flow updates partner lead status immediately, enabling same-day follow-up and clearer commission reconciliation.