Update lead follow-up status, payment timing, and routing

Your follow-up activities leave lead status and payment markers inconsistent, causing handoff delays. Leads show correct status and payment timing for same-day handoffs.

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Overview

Inconsistent follow-up entries cause handoff friction and missed payment touchpoints; this flow standardizes lead follow-up fields and surfaces scheduled payments for special handling. Project coordinators and sales ops see corrected lead status within minutes, enabling reliable same-day follow-ups and cleaner pipeline handoffs.