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Create task when lead status changes and add note

Create task when lead status changes and add note

Lead records switching to Customer often lack an assigned next step, stalling payments and account setup. Assign a prioritized task for the lead owner so follow-up occurs same day.

Create task when lead status changes and add note

Overview

When leads move into your customer stage, downstream teams need clear, timely action. This flow creates a prioritized task, pauses active outreach, and records next steps so billing and ops can reconcile and onboard the customer same day.

Create task when lead status changes and add note