Notify and flag stale referral leads for follow up

Your referral leads stay in NEW LEAD past 30 days, leaving prospects unreviewed and skewing pipeline reporting. The flow sends loss-review alerts so coordinators can update statuses before reports.

Overview

Stale referral leads silently inflate your pipeline and delay reps from prioritizing active opportunities. This flow surfaces referrals older than 30 days to coordinators via email and chat so loss reviews happen before weekly reporting and pipeline accuracy improves.