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Move disengaged leads from active pipeline into archive

Your intake pipeline keeps tasks marked no longer interested in active sheets, causing repeated outreach and scheduling confusion. Clean the register to stop duplicate follow-ups the same day.

Move disengaged leads from active pipeline into archive

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Overview

Stale 'no longer interested' tasks clutter your pipeline and lead intake teams to contact disengaged prospects. This flow removes matching rows from active worksheets and logs an audit entry, so intake coordinators stop duplicate outreach and cleanup happens the same day.

Move disengaged leads from active pipeline into archive