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.
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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.