Director of Marketing: mark 90 day leads as lost
Director of Marketing: mark 90 day leads as lost
Sales reps leaving leads in 90 day FU status let stale opportunities skew pipeline and forecasts. This marks related opportunities lost so your pipeline shows active deals.
Overview
Stale 90 Day FU leads inflate pipeline and cloud forecasting, putting sales focus at risk. This workflow flips those related opportunities to Lost and alerts reps, turning your pipeline into an accurate, actionable forecast. Leadership gains clearer visibility while reps concentrate on winnable deals.
Notable Features
- Mark stale opportunities as lost
- Notify sales reps about status changes
- Update CRM opportunity status on change