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Update lead status when activity record marks agreement

Update lead status when activity record marks agreement

Your sales activity notes missing a contract flag leave pipeline stale and reps chasing low-priority deals. Get lead statuses updated from activity flags so prioritization matches reality same day.

Update lead status when activity record marks agreement

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Overview

If reps mark a call or note as a signed agreement, your CRM should reflect that immediately; otherwise forecasting and outreach priorities get distorted. This flow converts activity flags into lead status updates so revenue leaders and AEs see opportunity shifts within minutes.

Update lead status when activity record marks agreement