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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.

IT: Keep sales leads in correct tracking status

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

IT: Keep sales leads in correct tracking status