Keep sales metrics accurate when web leads arrive

Sales reps miss web leads' not-qualified tags, leaving deals with wrong counts and no seller context. Auto updates add counts and notes so reps see accurate metrics and context for follow-up.

Overview

Manual web leads leave deal counts inaccurate and reps without seller context, risking stalled follow-up and poor pipeline visibility. This workflow updates non-qualified lead counts and posts notes to both prospect and seller, so reps pick up conversations with full context and response times drop dramatically.

Notable Features

Increment deal non-qualified counts
Attach prospect and seller notes
Notify reps with updated context