Keep sales ops informed when reps send outbound emails

Sales ops see outbound emails not flag leads, causing unclear owners and missed follow-ups. This flow marks leads contact attempted and assigns ownership, ensuring reps know who must follow up.

Overview

Unclear ownership after outbound outreach lets competitors respond first and deals stall. This flow marks leads as contact attempted and assigns an owner so reps start follow-up quickly, delivering cleaner pipeline visibility and fewer overlooked leads.

Notable Features

Update lead status to contact attempted
Assign lead owner automatically on send
Notify reps of ownership and status