Sales ops keep lead status updated when meetings book

Sales ops lose pipeline accuracy when meetings aren't logged, causing missed follow-ups. Leads update to call booked when meetings are added, so reps prioritize outreach.

Overview

Missed follow-ups and stale pipeline entries hurt quota attainment and forecast accuracy. This workflow makes meetings move prospects into call booked so reps focus on outreach and pipeline reflects live opportunities, and customers report faster handoffs and fewer missed initial touches.

Notable Features

Set lead status to call booked
Notify assigned rep on update
Maintain accurate pipeline stages