Update CRM lead records after customer care calls

Your care call notes and upsell flags aren't in lead records, delaying follow-up. Leads are updated and CS managers alerted so hot opportunities are actioned same day.

Overview

When care calls never make it back into lead records, CS loses upsell windows and follow-up stalls. This flow writes call outcomes, tags hot leads, and pings the assigned manager so opportunities are actioned the same day.