Update lead tracker when deal reaches appointment stage
Update lead tracker when deal reaches appointment stage
Your deal stage updates don't reach the lead tracker, so reps lack appointment context and miss prep. Get leads marked in the tracker for same-day prep.
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Overview
Unreliable tracker data leaves reps underprepared and appointments cold. This flow keeps your central lead tracker aligned with CRM stage changes within minutes, so reps have the right appointment list and can prep same day.