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Update lead status, filter criteria, run code, and update lead in Close

Update lead status, filter criteria, run code, and update lead in Close

Update lead status and schedule follow-ups in Close when a Custom Activity is published. Filter criteria ensure relevant actions, enhancing lead management and improving follow-up efficiency.

Update lead status, filter criteria, run code, and update lead in Close

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Overview

Update lead status and schedule follow-ups in Close when a Custom Activity is published. Filter criteria ensure relevant actions, enhancing lead management and improving follow-up efficiency.

Update lead status, filter criteria, run code, and update lead in Close