Set lead status to won from info-gathering bookings
Set lead status to won from info-gathering bookings
Your information-gathering bookings leave signed clients as prospects, delaying onboarding and invoicing. Marking the lead Won speeds handoff and starts billing the same day.
Overview
When a client books an information-gathering session, your billing and delivery teams need immediate clarity to start onboarding. This flow flips the lead to Won and pushes it into your operations queue so invoices and kickoff tasks can begin the same day.