Expire stale referral leads and close related deals

Your referral leads remain open past the conversion window, so reps chase stale prospects and commission work stalls. This prevents wasted outreach and reflects true pipeline within minutes.

Overview

Stop reps wasting time on stale referral leads by expiring unconverted records and closing related deals, so your team focuses only on active pipeline. You’ll see stale opportunities cleared and outreach reduced within minutes of the expiration event.