Update trialing leads with recent proposal and trial activity
Update trialing leads with recent proposal and trial activity
Your trial leads arrive as CSV rows missing recent proposal dates, leaving reps without urgency signals. Update lead records so reps and campaign managers see proposal and trial context same day.
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Overview
When trialing prospects lack recent proposal context, reps waste outreach time and miss conversion windows. This flow enriches CRM lead records with proposal counts and trial start dates so reps and campaign managers can prioritize high-opportunity trials the same day.