Update opportunity status when a lead becomes booked

Leads moved to the booked stage can leave your opportunities in the wrong pipeline, causing account managers to miss onboarding context. Reps get pipeline clarity and start onboarding today.

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Overview

When booked leads don't update pipeline records, onboarding stalls and reps waste time chasing details. This flow keeps opportunities aligned with lead status so account managers see accurate deals and can start onboarding same day.