Engineering: mark ineligible leads as rejected and terminated
Engineering: mark ineligible leads as rejected and terminated
Engineers get eligibility emails that leave CRM leads incorrect, causing stale case statuses and audit gaps. It marks leads rejected and terminated, so ops have correct status and audit records.
Overview
Missed CRM updates create audit risk and broken handoffs between ops and engineering. This flow marks ineligible leads as rejected and terminated and timestamps every change, eliminating stale statuses and giving operations a clear auditable trail.
Notable Features
- Update CRM lead status
- Add rejection reason and notes
- Log auditable timestamps on updates