Move scheduled callbacks past due into new client stage
Move scheduled callbacks past due into new client stage
Your scheduled-callback leads sit unchanged, causing reps to miss outreach and skewing pipeline counts. Advance past-due callbacks into your conversion stage so reps have accurate worklists same day.
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Overview
Stale callback leads hide work from reps and distort pipeline forecasts. This flow promotes past-due callbacks into your conversion stage automatically so reps get accurate worklists and forecasting visibility the same day.