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Update lead records when demo completes for sales reps

Sales reps miss demo follow-ups when demo status doesn't update lead records. Lead fields update when demo status changes, keeping assignment and priority current so reps act.

Update lead records when demo completes for sales reps

Overview

Missed demo follow-ups stall pipeline and let competitors respond first. Keep lead records current and flag demo assignments so reps act on demos, reducing ownership confusion and enabling faster follow-up.

Notable Features

  • Update lead fields on status change
  • Flag demo-assigned prospects for follow-up
  • Notify owning rep of changes

Update lead records when demo completes for sales reps