Mark leads from configured status with readiness flag
Mark leads from configured status with readiness flag
Leads that enter a configured status lack a clear follow-up marker, leaving your reps unsure which prospects to prioritize. Flagging them signals priority so reps can call same day.
Overview
When leads enter a prioritized status without a clear flag, reps waste time deciding who to call; this flow sets a follow-up readiness marker automatically. That converts ambiguous records into same-day outreach opportunities so reps can contact high-priority prospects immediately.