Update lead status when demo is booked for follow-up

Your deals moved to the demo stage leave leads at the wrong funnel status, so reps lack outreach context and preparation. Set leads to the contact stage automatically so reps can follow up same day.

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Overview

Deals that enter the demo stage often leave lead records in inconsistent states, which delays outreach and frustrates reps. This flow flips the lead to the contact stage within minutes so account executives see clear next steps and can follow up the same day.