Prevent stale 'Visit Scheduled' leads from lingering in pipeline

Sales reps let 'Visit Scheduled' leads go unreviewed, which skews pipeline reporting. A daily check flags month-old visit leads and notifies sales and operations to review or mark them lost.

Overview

Stale 'Visit Scheduled' leads inflate pipelines and divert reps to low-value work. This workflow runs a daily check, alerts the responsible sales rep and operations contact, and creates review tasks so stale opportunities are surfaced and pipeline reporting reflects active deals.

Notable Features

Run daily lead age checks
Notify responsible sales and ops
Create review tasks for stale leads