Update lead scheduling dates from quote status changes

Your quote updates often leave lead scheduling fields blank, so coordinators miss handoff context and prep. It fills lead date fields and schedules follow-ups so you can confirm logistics same day.

Overview

Quote changes are a primary source of scheduling drift for events teams, leaving coordinators scrambling at the last minute. This flow writes quote/order dates into lead scheduling fields and creates a next-month follow-up so coordinators can confirm logistics same day.