Tag and flag stale prospects for follow-up reminders
Tag and flag stale prospects for follow-up reminders
Your lead records contain prospects with no calls or SMS in 30 days, leaving reps without context and opportunities unaddressed. Flagged leads are prioritized for outreach so follow-up occurs in days.
Overview
Uncontacted prospects slip through fast when your team is small and stretched. This flow labels and flags leads that haven’t had calls or SMS in 30 days so reps and program coordinators see them immediately, enabling prioritized follow-up within days.