Update lead status, create deal folder and follow-up tasks
Update lead status, create deal folder and follow-up tasks
Your contact-made activity often leaves lead status and deal files inconsistent, slowing underwriting and follow-up. Get consistent statuses, a deal folder, and scheduled follow-ups same day.
Overview
Logged contact activities leave deal stages, documents, and follow-ups scattered, delaying underwriting and review. This flow standardizes statuses, creates a deal folder with the valuation template, and schedules owner follow-ups so deals are review-ready same day.