Keep managing directors focused on fresh contacts labeled new lead

Managing directors see new contacts missed when they aren't tagged for rep follow-up. Set lifecycle to New Lead after a short delay so sales reps prioritize outreach and respond sooner.

Overview

Untagged new contacts let fresh prospects slip and slow pipeline momentum, which frustrates managing directors. This workflow marks new contacts as New Lead after a short delay, keeping reps focused on outreach so response times drop dramatically and missed follow-ups are greatly reduced.

Notable Features

Label new contacts as new lead
Apply brief delay before tagging
Notify sales reps of prioritized leads