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Update lead status and log activity in CRM

Landing page leads arrive without qualifying details and sit untriaged in CRM, delaying outreach and wasting ad spend. It updates lead status and logs an intake activity so reps can follow up same day.

Update lead status and log activity in CRM

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Overview

Landing-page submissions often arrive without context and go untriaged, slowing outreach and wasting ad spend. This flow updates lead status and logs an intake activity so reps see context and can follow up the same day.

Update lead status and log activity in CRM