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Update deal record when second call is required

Update deal record when second call is required

Your call logs lack standardized follow-up flags, leaving reps unsure which prospects need a second call. Reps and supervisors can prioritize callbacks same day.

Update deal record when second call is required

Overview

When a second-call event arrives, this flow updates the deal record automatically so reps immediately see the correct follow-up status. That reduces manual edits and lets supervisors and reps prioritize callbacks same day.

Update deal record when second call is required