Update lead records when demo completes for sales reps
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.
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