Update referral program stage when a lead advances
Update referral program stage when a lead advances
Your lead stage updates don't reach the referral tracker, leading to missed partner outreach and handoff delays. This keeps external referral stages aligned so coordinators can act the same day.
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Overview
When field reps move a lead, your referral records should reflect that change immediately so partners aren't contacted based on stale data. This flow pushes stage changes to the referral endpoint within minutes, ensuring coordinators see accurate statuses and can act the same day.