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.
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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.