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Update disqualified leads into a shared tracking table

Update disqualified leads into a shared tracking table

Your triage-completed leads aren't in the team leads table, causing reporting gaps and missed follow-ups. It updates the shared lead record so project managers have correct info within two days.

Update disqualified leads into a shared tracking table

Overview

Triage-completed leads often sit out of your central tracking table, leaving project managers without accurate context. This flow brings CRM activity into the shared leads table, normalizes emails, and updates records within two days so managers can run accurate reports and handoffs.

Update disqualified leads into a shared tracking table