Keep lead request status accurate and audit-ready in CRM

Sales reps miss request status when discount forms aren't logged, risking duplicated outreach and stalled deals. Log submission date and request type in the CRM in real time so reps have an audit trail.

Overview

Missing discount and priority requests creates duplicated outreach and stalled deals — that's lost momentum for sales reps. This workflow writes submission date and request type directly to the lead record and appends an audit note, so reps always see current request status and your pipeline stays clean.

Notable Features

Add submission timestamps to leads
Update request type field
Create auditable lead change log