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Update lead and assign owner for new booking

Update lead and assign owner for new booking

Your welcome-call bookings arrive without CRM context, so reps lack lead status and owner. The workflow updates the lead, assigns an owner, and logs the booking time so reps are ready before the call.

Update lead and assign owner for new booking

Overview

Welcome-call bookings often arrive without lead context, forcing reps to chase details and slowing onboarding. This flow updates the lead record, assigns ownership from the booking, and logs the booking time so reps are prepared before the call.

Update lead and assign owner for new booking