Marketing ops keep lead tracker current for trial purchases

Marketing ops miss follow-ups when Purchased Trial leads go unassigned. This workflow flags and updates the lead tracker so sales can prioritize follow-ups within minutes.

Overview

Marketing ops often lose momentum when Purchased Trial leads sit unassigned, creating missed follow-ups and stalled conversions. This workflow ensures every trial purchase flags and updates your central lead tracker, routing prioritized records to sales so follow-ups happen quickly and assignment gaps disappear.

Notable Features

Flag purchased-trial leads instantly
Update central lead tracker record
Alert reps for immediate assignment