Update lead first-call show flag when opportunity moves
Update lead first-call show flag when opportunity moves
Your opportunities change status without a recorded meeting outcome, leaving reps without call attendance context. It sets a lead first-call show flag so reps and managers see outcomes same day.
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Overview
When an opportunity advances from a call-booked stage, you need clear visibility into whether the prospect actually showed. This flow tags the lead with first-call attendance so reps and managers see accurate outcomes and can act on them same day.