Route follow-up activity to update lead status and task

Your prospecting follow-up activities leave leads with outdated statuses and no next steps. This updates lead and opportunity records and schedules follow-up tasks so reps can act same day.

Overview

When reps log prospecting follow-up activity, this flow translates outcomes into CRM statuses, updates related opportunities, and schedules clear next-action tasks so nothing stalls in the pipeline. Reps get same-day clarity and sales ops get a consistent audit trail for reporting.