Update lead status from preview activity for follow-up
Update lead status from preview activity for follow-up
Preview entries are disconnected from lead records, leaving reps without context and slowing follow-ups. You get updated lead records and preview links so account managers can follow up same day.
Overview
When preview entries live outside your CRM, reps lack context and follow-ups stall; that costs momentum and conversions. This flow writes preview details to contact records and advances lead status so account managers can act with full context the same day.