Set stage reached dates on lead records for sales handoff
Set stage reached dates on lead records for sales handoff
Lead records lack a 'date reached' when stage changes, leaving reps without handoff context. Reps act faster and managers see stage age same day; the workflow writes stage-entry timestamps to each lead.
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Overview
Inconsistent stage timestamps mean reps miss follow-ups and managers can’t see how long deals sit in a stage. This flow ensures every stage transition writes a date to the lead record, giving reps handoff context and managers stage age visibility the same day.