Update partner record in tracker from contact change
Update partner record in tracker from contact change
Your contact's partner status can change without tracker updates, causing assignment mistakes and missed outreach. Keep partner records current so coordinators can prepare and outreach occurs same day.
Overview
When partner flags in your CRM change, downstream assignments and outreach can fall out of sync. This flow immediately triggers the update process so operations coordinators always see current partner status and can act the same day.