Increment qualified leads and add deal contact note
Increment qualified leads and add deal contact note
Web leads tied to listings often leave deal and contact records out of sync, blocking reps from useful buyer context or correct counts. Keep the deal's qualified-lead count and contact status current so reps act within minutes.
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Overview
When web leads qualify against a listing, your CRM must reflect that immediately or reps lose momentum. This flow increments the deal's qualified-lead count, tags the contact, and adds a contextual note so reps have full outreach context within minutes.