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Update CRM lead disposition from demo outcome form

Update CRM lead disposition from demo outcome form

Your demo disposition submissions leave lead status stale and notes missing, creating handoff delays for account executives. This keeps lead records updated so sales can follow up same day.

Update CRM lead disposition from demo outcome form

Overview

Demo dispositions are where deals either accelerate or stall; when those responses don't flow into CRM, reps work without context and follow-ups slip. This flow writes disposition, confidence, and notes back to the lead record so account execs get actionable context and can follow up same day.

Update CRM lead disposition from demo outcome form