Online media sales: keep ad flags consistent on leads
Online media sales: keep ad flags consistent on leads
Online media sales managers see In Progress company leads with inconsistent ad flags. This normalizes selective-ad fields to '-' on status change, so reps begin outreach with uniform flags.
Overview
In online media, inconsistent advertising flags force sales reps to correct lead records before outreach, risking slower responses and lost momentum. Enforcing '-' on selective-ad fields when a lead enters In Progress ensures reps see uniform flags and start outreach without manual edits, reducing corrective work and improving pipeline hygiene.
Notable Features
- Trigger on In Progress status change
- Set selective-ad fields to '-'
- Prevent manual flag edits by reps