Update lead hot date when opportunity heats up
Update lead hot date when opportunity heats up
You get opportunities marked Hot without a hot-date, leaving recency-based campaigns blind. Record the hot-date on the lead so campaign managers can act within hours.
Overview
When opportunities flip to Hot without a recorded timestamp, campaign managers lose recency and outreach becomes mistimed. This flow stamps the hot-date on the lead record so marketing ops and campaign managers can segment and act within hours with correct audience context.