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Create follow-up task and set demo date on lead

Create follow-up task and set demo date on lead

Your demo scheduling activities don't always update lead records, leaving reps without confirmed dates or follow‑up context. Capture the date and create an owner task so reps are prepared same day.

Create follow-up task and set demo date on lead

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Overview

If demo dates aren't recorded on the lead, reps lose prep context and miss follow-ups. This flow writes the scheduled demo date to the lead and creates an owner task, so reps have prep and reminders same day.

Create follow-up task and set demo date on lead