For demand generation managers: flag old leads on Intro Calls

Demand generation managers lose momentum when Intro Calls uncover stale contacts, letting warm prospects go unprioritized. Flagging those contacts as 'old leads' in your CRM so reps prioritize outreach.

Overview

Demand gen pipelines stall when stale contacts aren't surfaced and competitors engage first. This workflow marks contacts as 'old leads' when an Intro Call is scheduled, making recency visible so reps re-engage the right prospects. Expect cleaner CRM records, more consistent follow-ups, and protected pipeline momentum.

Notable Features

Mark contacts as old lead
Update CRM recency field
Notify reps for re-engagement