Update lead record and post demo completion message
Update lead record and post demo completion message
You lose context when demo-completed opportunities aren't updated on the lead, stalling reps. It updates the lead and alerts sales so reps can follow up same day.
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Overview
When demos are marked complete but leads aren't updated, reps lack the context needed to act quickly. This flow updates the lead record and posts a contextual message to the sales channel so owners can follow up same day and keep pipeline accuracy.