Update sales rep lookup rows from CRM users
Update sales rep lookup rows from CRM users
Your sales rep lookup table drifts when CRM users change, causing routing mistakes and stale owner assignments. Keep rep names and IDs current so routing and reporting stay accurate same day.
Overview
Outdated rep lookup rows cause routing errors and slow follow-up. This flow refreshes rep names and IDs from your CRM when you trigger a refresh, so sales ops and brokerage admins get accurate routing and reporting the same day.