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Help sales ops flag uncontacted Instagram leads in chat

Sales ops see Instagram leads set to Not Reached go untagged, letting reps miss follow-up. This tags messaging users when the status changes so reps prioritize uncontacted prospects.

Help sales ops flag uncontacted Instagram leads in chat

Overview

Untagged Instagram leads create blind spots that let reps miss outreach and degrade pipeline clarity. This workflow flags messaging users the moment deals flip to Not Reached, turning invisible prospects into clear outreach priorities and driving fewer missed follow-ups.

Notable Features

  • Tag messaging users by deal status
  • Filter for Instagram-origin leads only
  • Notify assigned reps in chat

Help sales ops flag uncontacted Instagram leads in chat