Mark stalled leads as not proceeding on your board

You lose pipeline clarity when not-proceeding leads stay active on the board, causing follow-up delays. This keeps brokers and leadership aligned with accurate lead status within minutes.

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Overview

Manual updates create blind spots in a small broker team; when leads shift to not-proceeding their board records must reflect that change immediately. This flow propagates CRM stage changes to your lead board so brokers and the director see accurate pipeline health within minutes.