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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.

Online media sales: keep ad flags consistent on leads

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

Online media sales: keep ad flags consistent on leads