Keep sales ops' trial leads staged and assigned

Sales ops face missed follow-ups when trial leads lack correct stage or owner. Rule-based updates set lifecycle and owner on connect activities so reps prioritize trial outreach.

Overview

Missed lifecycle and owner updates let trial leads fall through the cracks and stall deals. This workflow keeps trial stage and ownership accurate so reps focus on high-priority trials and response times drop dramatically.

Notable Features

Set lifecycle field on connect
Assign trial owner automatically
Alert reps about priority trials