Keep marketing ops aligned on hot trial leads

Marketing ops miss purchased-trial changes, causing cold outreach and missed assignments. It flags HOT leads in the central tracker and notifies sales so outreach happens quickly.

Overview

Purchased-trial opportunities that don’t land in the lead tracker turn warm prospects cold and frustrate onboarding. This flow marks trial purchases as HOT, updates or creates central lead records, and notifies reps so outreach happens quickly and no assignments slip. Marketing ops and sales get accurate hot-lead visibility and eliminate manual tracker updates, improving handoffs and follow-up.

Notable Features

Flag purchased-trial leads as HOT
Create or update central lead record
Notify sales reps for quick assignment