Update prospect enquiry status from lead updates in CRM
Update prospect enquiry status from lead updates in CRM
Lead updates don't copy to enquiry records, leaving coordinators without current status. Sync status and comments to the enquiry record so sales reps see current context within minutes.
Overview
Leads and their related enquiries often fall out of sync, leaving coordinators and reps working with stale information. This flow maps lead status and comments into the enquiry record so your sales reps and program coordinators see accurate context and can act within minutes.