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Update contact stage from disposition form to met customer

Update contact stage from disposition form to met customer

Disposition form entries leave contact stages stale after meetings, slowing follow-up. Contacts update to the meeting-complete stage automatically so reps can act same day.

Update contact stage from disposition form to met customer

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Overview

When disposition forms arrive without automated stage updates, reps lose visibility and follow-up timing slips. This flow moves contacts into a meeting-complete stage and surfaces meeting context so reps can act the same day and keep pipeline accuracy high.

Update contact stage from disposition form to met customer