Set lead to follow-up after initial meeting logged
Set lead to follow-up after initial meeting logged
Your initial consultation records often don't update lead stages, leaving prospects without coordinated follow-up. Leads move into the follow-up stage automatically so sales owners can act the same day.
Overview
Intake meetings should drive the next step in your pipeline—otherwise prospects stall and onboarding is delayed. This flow updates lead status automatically when consultations are logged, so sales owners and coordinators can prioritize outreach and start onboarding the same day.