Set demo completion date on lead records upon status change
Set demo completion date on lead records upon status change
Your lead records flip to demo completed without a timestamp, leaving reps unsure when to act. Reps get clear handoff timing and can prioritize same-day follow up.
Overview
Manual or missing demo timestamps create follow-up ambiguity and slow outreach. This flow writes the edit time as the demo completion date on lead records, giving reps a clear same-day handoff and improving pipeline responsiveness.