Keep consumer services sales ops lead order IDs aligned

Sales ops see qualified leads without order IDs, causing pipeline mismatches and missed follow-ups. Add qualified order IDs to lead records so reps and ops have correct order linkage for follow-up.

Overview

Qualified leads missing order IDs create pipeline friction and force reps to chase missing details, risking lost conversions for small consumer services sellers. This workflow ensures the correct order identifier lands on the lead record at qualification, eliminating mismatches so reps follow up with full order context and zero missed follow-ups.

Notable Features

Update lead records on qualification
Prevent order and lead mismatches
Notify sales reps of new IDs