Update lead net date when underwriting activity created
Update lead net date when underwriting activity created
Your underwriting activity entries lack a net lead date, leaving pipeline timelines incomplete and follow-ups mistimed. Automatically set the lead net date so reps have accurate timelines same day.
Overview
When underwriting actions are logged, pipeline dates need to reflect that work to keep outreach timely. This ties each underwriting activity to the lead's net date so reps and managers get same-day timeline accuracy and can prioritize follow-up.