Update lead status from project substatus to CRM
Update lead status from project substatus to CRM
Your project substatus changes (reschedules, cancellations) don't reach sales leads, leaving reps without triage context. It updates lead status in the sales system so reps see correct state same day.
Overview
When project records change to rescheduled or cancelled states, your sales queue can show stale lead information and slow follow-up. This workflow synchronizes project substatuses to your sales system automatically, so reps see correct lead state same day and can act without manual lookup.