Update lead status and log meeting outcomes to sheet
Update lead status and log meeting outcomes to sheet
Your initial-call entries leave lead stages inconsistent between CRM and reporting sheets. Record outcomes and append a tracking row so reports reflect meetings same day.
Overview
Inconsistent meeting outcomes break campaign reports and slow follow-up. This flow updates the lead stage from the recorded meeting result and logs a tracking row, giving campaign managers same-day visibility into meeting outcomes for faster outreach.