For project managers: prevent duplicate lead handling and stale fields

Project managers see qualified leads keep temp fields, causing duplicate outreach and messy records. Updates flag leads processed and clear transient fields so sales and ops avoid duplicate handling.

Overview

Project managers face duplicate outreach and messy lead records that slow handoffs. This workflow marks qualified leads processed and clears transient fields, ensuring sales and operations work from clean records and avoid repeat actions. Expect faster handoffs and fewer manual corrections.

Notable Features

Flag qualified leads as processed
Clear temporary lead fields
Prevent duplicate outreach and handling