CEOs: Ensure quiz-qualified leads surface to sales reps

CEOs see leads retaking quizzes buried in CRM, causing missed re‑engagement and stalled pipeline. It marks those contacts as Potential so sales reps spot re‑engaged leads and prioritize follow‑up.

Overview

Leads retaking qualification quizzes can slip through CRM gaps and leave re‑engagement on the table. This workflow immediately reclassifies retake submissions to Potential and routes them to the right sales rep, converting renewed interest into prioritized pipeline movement. The result is faster response times and zero missed follow‑ups.

Notable Features

Flag retake leads as Potential
Update CRM lead status on retake
Notify sales reps of re‑engagement