Set promoter status on your lead board after verification
Set promoter status on your lead board after verification
You risk missing promoter verification when lead board columns update, leaving reps without context for outreach. That gives your account managers clear promoter context for same-day follow-up.
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Overview
When lead status columns change, promoter verification can stall outreach and reduce momentum for enrollment or policy sales. This flow verifies contacts and sets the promoter flag on the board so agents get accurate context and can act same day.