Update task stage when lead responds to outreach

Your outreach tasks lack updated reply context, leaving owners unsure which leads need attention. You surface replied leads for review so owners can act the same day.

Update task stage when lead responds to outreach

Overview

Incoming lead replies must change task state immediately, otherwise follow-up stalls and owners lack context. This flow finds the related task and marks it for review so investment operations can act the same day and keep outreach timely.

Update task stage when lead responds to outreach