Update unit viewing records when lead field changes
Update unit viewing records when lead field changes
Your unit-viewing leads fall out of sync when conducting unit changes, causing duplicate outreach and handoff confusion. Keep related records aligned so coordinators have accurate assignments.
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Overview
When a conducting-unit assignment changes on a lead, related records must reflect that change so coordinators don't duplicate outreach or lose context. This flow keeps all related lead records aligned and reflects accurate assignments across records within minutes.