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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.

Update unit viewing records when lead field changes

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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.

Update unit viewing records when lead field changes