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cruiserDan Best practice for updating lead status based on activity
Hello, our call center users work 10-20 leads each day. We're trying to figure out the best way for them to distinguish between leads they've commenced from those yet to be worked. Is there a good way to update the Stage field based on the lead activity? One way we were thinking of using is to have them log a call related to a lead as a way to indicate it's in progress. But we haven't figured out how to trigger a field update around this. Look forward to any ideas here...
Did you figure out a process for this? Looking into the same thing.