Update contact follow-up and lead stage from booking
Update contact follow-up and lead stage from booking
Your scheduled meetings arrive without CRM context, leaving reps unsure of next steps and inconsistent lead stages. The workflow sets the CRM follow-up date and lead status so reps can act with context same day.
Overview
Booked meetings should translate into clear next steps, not pipeline ambiguity. This flow writes the follow-up date and advances the contact stage so reps and owners see accurate pipeline context and can act the same day.