Keep canceled leads visible for sales ops to rebook

Sales ops lose rebooking when leads flip to canceled, causing deals to stall and follow-ups to drop. This flow sets opportunity to reschedule and tags it customer so reps can prioritize and rebook.

Overview

Canceled leads often slip out of the pipeline, causing deals to stall and reps to miss rebooking opportunities. By moving opportunities to a reschedule status and flagging them as customer, Sales Ops preserves follow-up visibility, eliminates missed follow-ups, and drives faster rebooking.

Notable Features

Update opportunity status to reschedule
Flag opportunity record as customer
Alert sales reps to rebook