Create follow-up tasks update lead records after triage

Your triage activity entries lack clear next steps and inconsistent lead status, causing delayed follow-ups. Create tasks and update lead records so reps act the same day.

Overview

Triage entries must turn into action, not paperwork. This flow converts each triage activity into formatted notes, an audit row, updated lead/opportunity context, and a same-day task so reps follow up quickly and pipeline hygiene improves.