Data science: keep SDR intro activity ownership accurate
Data science: keep SDR intro activity ownership accurate
Data scientists find intro-done activities still owned by SDRs after lost deals, skewing activity reports. Reassign them to an admin account so reporting is accurate.
Overview
Lost SDR deals left with seller-owned intro activities create duplicate outreach and muddy performance metrics. This workflow moves those activities to an administrative account, eliminating stale ownership so managers avoid duplicate follow-ups and reports reflect true SDR workload.
Notable Features
- Reassign SDR intro activities automatically
- Remove seller ownership from lost deals
- Keep activity reporting accurate