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Update opportunity stage and send decision email to lead

Update opportunity stage and send decision email to lead

Your credit-check activity entries leave deals and lead statuses out of date, causing confused follow-up. Keep opportunity and lead records current so reps act on the right stage within hours.

Update opportunity stage and send decision email to lead

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Overview

When credit decisions are entered as activities, pipeline stage and lead status drift and reps waste time. This flow writes the credit outcome into the opportunity and lead records and fires the correct decision email, so reps have accurate context within hours and can act sooner.

Update opportunity stage and send decision email to lead