Update inbound prospect leads to outbound status in CRM
Update inbound prospect leads to outbound status in CRM
When webhook prospect submissions lack matching context, your lead records are incomplete and advisors miss first contact. Create or update leads and set outbound status so reps can follow up same day.
Overview
Incoming prospect submissions often arrive without clear matching context, leaving advisors to chase incomplete records and letting outreach windows close. This flow matches and updates leads into an outbound stage so reps get clean, prioritized leads and can contact prospects the same day.