Update lead stage to ready for outreach and log events
Update lead stage to ready for outreach and log events
Your lead records miss follow-up state and timestamps, forcing agents to guess who to contact next. It marks leads ready for outreach and logs timestamps so reps can act the same day.
Overview
In small agencies, inconsistent follow-up state means reps waste time deciding who to call next. This flow turns a single agent action into a staged status update, timestamped log, and outbound event so your team has clarity and can act the same day.