Move tagged leads into the qualifying sales stage instantly

Sales reps miss leads tagged for qualification when stages don't update, causing missed follow-ups. This moves tagged leads into the qualification stage so reps prioritize outreach.

Overview

Leads left in the wrong stage let competitors reach prospects first and erode pipeline confidence. This workflow ensures tagged prospects move into the qualification stage and notifies reps, so first touch happens faster and pipeline reporting stays accurate.

Notable Features

Move tagged leads into qualification
Notify sales reps on stage change
Keep lead status up to date