Update reschedule dates in tracker from lead updates
Update reschedule dates in tracker from lead updates
Your lead reschedules and tags aren’t reflected in the tracker, leaving schedulers without appointment context. Keep the central sheet current so reps and coordinators see updated dates same day.
Overview
When reschedule dates sit in the CRM but not in your central tracker, schedulers and reps spend time reconciling data instead of engaging prospects. This flow writes tag-filtered reschedules into the tracker and normalizes date display so ops and reps have correct appointment context the same day.