Add overdue label to stalled new-lead deals for follow-up
Add overdue label to stalled new-lead deals for follow-up
New hearing-aid leads can sit unlabeled when they stall, causing outreach delays and missed consult prep. Adding an overdue label triggers timely triage so staff reach prospects within four hours.
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Overview
When new hearing-aid leads stall, outreach and appointment prep fall behind—especially in a small clinic where every prospect matters. By automatically labeling deals that remain in intake after four hours, your staff sees priorities immediately and can reach patients within hours rather than days.