Keep sales ops updated when lead workflows activate

Sales ops lose visibility into assigned workflows, causing reps to miss priority leads. Mark Workflow Status as Active on assignment so sales reps prioritize outreach and Sales Ops track sequence coverage.

Overview

When Workflow Status lags, prioritized leads fall through the cracks and forecasts suffer. This flow flips the Workflow Status to Active at assignment so sales reps know what to prioritize and Sales Ops retains clear sequence coverage. The result is faster response times and far fewer missed follow-ups.

Notable Features

Mark workflow status as active
Notify sales reps on assignment
Surface active leads in CRM