Help coaches prioritize prospects after incomplete enrollment logs

Coaches miss prospects when EC Not Completed activity leaves lead status stale and outreach falls behind. This workflow updates lead status on that activity so coaches and sales reps prioritize follow-up before prospects cool.

Overview

Coaches risk losing program participants when lead status lags after an incomplete enrollment is logged. This workflow keeps enrollment flags current so coaches and sales reps prioritize follow-up and re-engage stalled prospects, eliminating manual status checks and preventing overlooked opportunities.

Notable Features

Update lead status automatically
Notify lead owners when logged
Flag stalled prospects for follow up