Set follow-up board items to pending follow-up status
Set follow-up board items to pending follow-up status
Your follow-up board items sit unchanged, causing estimators to miss timely outreach. It moves them to a pending follow-up stage so your team can re-engage leads before the next workday.
Overview
When follow-up board items sit unchanged, estimating teams miss outreach windows and slow the bid pipeline. This scheduled flow finds qualifying items and advances them to a pending follow-up stage so estimators see prioritized leads and can re-engage before the next workday.