Help business owners track net lead dates on status change

Business owners lose momentum when lead status changes aren't timestamped, leading to missed follow-ups. Recording a Net Lead Date on change ensures sales reps prioritize fresh opportunities.

Overview

Missed or aging leads stall pipeline momentum and hide priority prospects. This workflow stamps a Net Lead Date on every status change, creating an auditable lead history so sales reps prioritize fresh opportunities and managers regain clear pipeline visibility.

Notable Features

Stamp Net Lead Date on change
Update only when field blank
Create audit trail in lead records