Project managers keep sales follow-ups visible in leads

Project managers see follow-up dates hidden in activity logs, causing sales reps to miss prospect contact and stall deals. Follow-up dates appear in lead records so reps prioritize outreach.

Overview

Missed follow-ups let competitors win deals and distort pipeline health. This workflow ensures every outreach follow-up date flows into the lead profile, so sales reps see scheduled touches and act on hot prospects. Expect faster response times and zero missed follow-ups.

Notable Features

Copy follow-up dates to leads
Update lead fields when activity changes
Notify reps of new follow-ups