Update lead records and stage history after stage change
Update lead records and stage history after stage change
Your lead stages aren't recorded in your database, leaving outreach context missing and pipeline reports inaccurate. Keep records and stage history aligned so leasing staff can follow up fast.
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Overview
When a lead moves stages, the record in your lead database should update instantly instead of relying on manual edits. This flow keeps lead rows and stage history current so leasing staff act on opportunities and you get accurate pipeline visibility within minutes.