Keep sales ops leads reassigned when flagged stale

Sales ops find leads flagged stale or setter-disqualified leaving qualified prospects unassigned and forecasts at risk. It resets status to 'setter to be set' so reps see and reassign stale leads.

Overview

Stale or setter-disqualified leads create blind spots that stall deals and weaken forecast accuracy. This workflow resets those leads and surfaces them to reps for reassignment, eliminating missed follow-ups and improving pipeline hygiene. The result is cleaner handoffs and faster lead response.

Notable Features

Detect stale and disqualified leads
Reset lead status for reassignment
Notify reps and sales ops