Prevent trashed leads from clogging real estate CRM

IT co-founders see 'Trash'-tagged contacts stay active, causing sales reps to chase dead leads and miss showings. Move them to the CRM Trash stage so reps focus on qualified prospects.

Overview

Trashed contacts left active in messaging cause sales reps to chase dead leads and risk missed showings and commission. This workflow moves 'Trash'-tagged contacts into the CRM Trash stage, eliminating manual triage so reps focus on qualified prospects. The result is cleaner pipelines, fewer manual cleanups, and more reliable forecasting.

Notable Features

Move tagged contacts to Trash
Update CRM stage on tag
Notify sales reps of changes