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.
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.