For IT: add booking timestamps when leads connect
For IT: add booking timestamps when leads connect
IT admins see missing booking dates when lead status flips to CONNECTED, causing reps to miss follow-ups. It writes a booking timestamp to the contact on status change so sales reps follow up promptly.
Overview
Missing booking dates stall deals by leaving reps unsure who to prioritize. This workflow ensures every CONNECTED lead gets a booking timestamp so pipeline timing stays accurate, enabling faster handoffs and fewer missed follow-ups.
Notable Features
- Stamp booking date on contact
- Format timestamp for CRM
- Notify sales reps of booking