Update lead status after scheduled call for follow-up
Update lead status after scheduled call for follow-up
You lose momentum when leads with scheduled calls remain in a booked status without next-step tasks. Move those leads into a follow-up stage so team members act within 48 hours.
Overview
Booked-call leads can fall through the cracks when status fields linger, slowing admissions and outreach. This flow reclassifies those leads into a follow-up stage after 48 hours, giving your founder or program coordinator a ready list to act on within two days.