Activate weekday lead processing workflows for your team
Activate weekday lead processing workflows for your team
Your lead processing and daily check automations can be off overnight, leaving reps without processed leads or morning checks. The workflow ensures teams have leads and checks ready by start of day.
Overview
Morning toggles left off cost reps time and delay follow-up; this flow flips the configured set on and fires the downstream processing call so leads and operational checks are ready. Teams get processed leads and routine checks available by the start of day, removing manual startup work.