Capital markets VP: update demo lead expected timelines

VPs of marketing in capital markets see demo requests with stale timelines, causing sales to misprioritize prospects. It updates the lead's Expected Timeline so sales prioritize correctly.

Overview

Marketing leaders in capital markets risk slowing pipeline when demo timelines go stale. This workflow ensures the lead's Expected Timeline reflects the latest form answers so sales prioritize high-intent prospects and response times drop dramatically.

Notable Features

Update Expected Timeline from form
Match form submissions to leads
Notify sales reps on timeline changes