For marketing ops: Set follow-up dates when lead NRP

Marketing ops see leads flip to NRP, breaking cadences and leaving prospects unattended. Pre-filled next-touch dates appear on the lead so sales reps prioritize outreach quickly.

Overview

Missed follow-ups when leads move to NRP let pipeline momentum slip. This workflow ensures every NRP lead receives three preconfigured next-touch dates so sales reps always have clear outreach priorities, driving faster response times and fewer manual scheduling steps.

Notable Features

Set three next-touch dates
Populate lead record with dates
Flag NRP leads for prioritization