Mark scheduled appointment record as purchase for the lead

Your appointment activity records lack purchase status, causing missed handoffs and stale pipeline reporting. It updates appointment status to purchase so reps and billing act on the deal same day.

Overview

When purchase events are recorded but appointment activities remain unchanged, billing and fulfillment can miss critical handoffs. This flow marks the related appointment as a purchase and gets sales, billing, and fulfillment aligned the same day so deals move to the next step without manual updates.