Update referral prospect rows in your master sheet
Update referral prospect rows in your master sheet
You lose referral context when CRM prospect updates don't appear in your master sheet, causing intake confusion and delayed outreach. It keeps records current for same-day intake.
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Overview
When CRM prospect updates don't surface in your master prospect sheet, intake gets muddled and follow-ups slip. This flow keeps referral rows current and visible so intake coordinators and the attorney can act on updates and complete same-day outreach.