Celebrants capture status timestamps for probate lead follow-ups

Celebrants updating probate lead statuses lack timing context, causing follow-ups to slip and client commitments to stall. Status timestamps appear on each lead so sales reps and ops start follow-ups promptly with clear SLA visibility.

Overview

Celebrants lose momentum when probate lead status updates arrive without timing context. This workflow ensures every status change gains a timestamp, transforming handoffs so sales reps and operations start follow-ups promptly. The result: clear SLA visibility and far fewer missed follow-ups.

Notable Features

Record status timestamps in sheet
Notify sales reps on changes
Add SLA visibility to leads