Update lead status, and create note in Close when lead moves out of waiting period

Update lead status and create a note in Close when a new lead enters a Smart View. Ensure relevant information is documented and tracked, leading to better lead management and improved follow-up efficiency.

Update lead status, and create note in Close when lead moves out of waiting period

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Overview

Update lead status and create a note in Close when a new lead enters a Smart View. Ensure relevant information is documented and tracked, leading to better lead management and improved follow-up efficiency.

Update lead status, and create note in Close when lead moves out of waiting period