Keep sales ops' SQL dates accurate for reporting

Sales ops lose stage dates when leads turn SQL or SQL-Creative, causing missed follow-ups and unclear pipeline reporting. It records the exact status-change date in CRM so reps start follow-ups.

Overview

Missing stage-change timestamps make pipeline reporting unreliable and let SQL leads slip through the cracks. This workflow ensures every SQL or SQL-Creative transition is stamped in your CRM so reps start follow-ups with confidence and forecasts reflect real stage timing.

Notable Features

Record status-change date in CRM
Flag leads entering SQL stages
Trigger follow-up reminders for reps