Update lead follow-up fields from published follow-up activity
Update lead follow-up fields from published follow-up activity
Logged follow-up activities often don't update lead fields, leaving outreach context unclear. This writes follow-up status and scheduled moment to the lead so reps see current context before outreach.
Overview
When reps log follow-ups, lead pages must reflect that immediately so owners and reps can prioritize outreach. This flow writes the finished flag and scheduled moment and switches status for payment‑scheduled leads, giving same‑day visibility and cleaner handoffs.