Update Next Steps

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Trigger the periodic background lead passes across all accounts.

This endpoint initiates an asynchronous process that updates the next steps field for all leads in the system, and re-derives sales exploration status for leads whose booked meeting has since passed. The update is performed in the background to avoid blocking the API response.

Args:

  • background_tasks: FastAPI background tasks handler (automatically injected)

Returns:

  • 202 Accepted: Update process has been initiated
  • 500 Internal Server Error: If the dispatch fails

Note: This is an administrative endpoint that processes all accounts. The actual updates are performed asynchronously via NATS messaging.

Example Response:

Periodic lead passes initiated

Responses

  • application/json
Request Example for post/update_next_steps/
curl https://crm.dreamhub.ai/api/v1/leads/update_next_steps/ \
  --request POST
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