Event founders move email-selected leads to working status

Project managers at event services lose engaged prospects when leads stay in 'New', risking missed bookings. Promote email-selected leads to working so sales reps follow up within minutes.

Overview

Event projects lose bookings when engaged leads linger in 'New'. This workflow promotes email-selected leads into working status so sales reps prioritize them and response times drop dramatically. The result is fewer missed follow-ups and more opportunities moved toward close.

Notable Features

Promote leads to working status
Filter leads still marked New
Notify sales reps of promotions