Update referral status rows when intake records change
Update referral status rows when intake records change
Your referral intake records miss status updates, causing attribution gaps and outreach delays. Keep your tracking table current so campaign managers see accurate referral status same day.
Overview
Intake status drift produces attribution errors and slows outreach—those are familiar pain points for campaign managers and coordinators. This workflow pushes status changes into your central tracking table within minutes so teams work from accurate referral status and act same day.