Update lead record to show scheduled for dispatch
Update lead record to show scheduled for dispatch
Your lead records miss scheduled flags when reps mark appointments, leaving dispatch unclear on which jobs are confirmed. It marks the record as scheduled so schedulers can confirm crews same day.
Overview
When reps click a scheduling button, the lead record should immediately reflect that status so schedulers and dispatchers aren’t working from stale data. This flow updates the record the moment the webhook arrives, eliminating back-and-forth and enabling same-day crew confirmations.