Set lead status to follow-up after no-show activity
Set lead status to follow-up after no-show activity
Your lead records miss next actions when meeting outcomes like no-shows aren't flagged, leaving reps without context. It moves those leads to Follow-Up so reps can act the same day.
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Overview
Unflagged meeting outcomes leave reps guessing and slow down pipeline motion. This flow moves any lead with a no-show or prior cancellation into a Follow-Up stage immediately, so account managers can re-engage same day and avoid lost momentum.