Keep business owners' leads dated and follow-ups prioritized

Business owners see smart-category flips leave lead dates stale, making reps miss follow-ups and deals stall. So reps get timestamped lead status and start the right follow-up.

Overview

Leads lose momentum when category changes don't set date fields — reps chase the wrong priorities and deals stall. This workflow ensures every category update produces a timestamped lead status and clears the smartlead flag, giving reps the context to follow up promptly and protect pipeline accuracy.

Notable Features

Update lead date fields instantly
Clear smartlead flag after update
Notify reps when status changes