Update lead status and create note in Close when custom activity is published
Update lead status and create note in Close when custom activity is published
Update your leads in Close and create notes when a Custom Activity is published. This ensures that all reasons for lead status changes are documented, improving clarity and accountability in your sales process.
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Overview
Update your leads in Close and create notes when a Custom Activity is published. This ensures that all reasons for lead status changes are documented, improving clarity and accountability in your sales process.