Update lead and sales record for rescheduled call

Your strategy call reschedules aren't logged, so reps see stale pipeline data and miss prep. Keep lead records and the sales report current so reps can rebook and follow up same day.

Overview

Rescheduled strategy calls frequently leave reps with outdated pipeline context and missed prep. This workflow updates contact records and the sales report the moment a booking moves, so ops and reps can rebook and follow up same day.