Mark intro email sent and update lead record

Your intake leads lack a clear intro sent flag, causing duplicate outreach and owner uncertainty. It updates the record and clears staging fields so your operations team sees accurate status same day.

Overview

When an operations user clicks the in-table confirmation, the lead record updates instantly and provisional fields are cleared, stopping duplicate outreach and ownership disputes. Project managers and intake coordinators see current outreach status the same day for reliable follow-up.