Update lead records when opportunity books a call

Your opportunities move to the booked-call stage without lead records updating, leaving reps without accurate prep context. Update lead status so reps and owners see booked prospects ready same day.

Overview

When an opportunity books a call, your lead records must reflect that change immediately so reps aren't calling cold or missing context. This flow updates lead status and adds a booking note in real time, reducing wasted outreach and ensuring reps are prepared same day.