Update rep client sheets from CRM contact changes
Update rep client sheets from CRM contact changes
Your CRM contact updates for testing visits can go unsynced, delaying pickups and lab results. It keeps each rep's client sheet current so schedules and next-contact dates match same day.
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Overview
When CRM contact updates drift from rep schedules, pickups and lab turnaround slip. Keep each rep's client sheet aligned with CRM changes so field crews and the owner see correct visits and next-contact dates same day.