Update booked lead status when consultation date changes

Your consultation date changes leave lead records stale and cause duplicate outreach by advisors. Marking those leads booked keeps reps and operations aligned for correct follow up the same day.

Overview

When consultation dates shift, advisors can accidentally contact already-scheduled prospects and waste outreach time. This flow finds matching leads, marks them booked, and links them to the originating deal so reps and operations act on clean data the same day.