IT: Keep sales leads in correct tracking status
IT: Keep sales leads in correct tracking status
IT sees leads flagged in an error-check view, so sales reps miss corrected prospects and pipeline accuracy suffers. It updates leads to 'Tracking' so reps prioritize follow-up.
Overview
Overlooked leads in the error-check view create pipeline confusion and lost momentum for sales reps. This workflow ensures flagged leads move into Tracking and notifies owners, eliminating manual triage so reps focus on follow-ups and corrected pipeline states.
Notable Features
- Move flagged leads to Tracking
- Notify sales reps on update
- Check lead validity before change