Flag hot checkout leads for sales ops to prioritize

Sales ops miss high-intent website checkouts, causing prospects to cool and deals to stall. Create or update leads and append a checkout note so sales reps prioritize hot prospects within minutes.

Overview

Unflagged website checkouts let high-intent prospects slip and deals cool—sales ops need immediate visibility to protect pipeline. This workflow turns started checkouts into marked hot leads with notes and push alerts, enabling reps to prioritize outreach and prevent missed opportunities. Expect faster first touches and far fewer missed checkout follow-ups.

Notable Features

Create or update lead records
Add checkout note to lead
Alert sales reps about hot leads