Update lead status to working for email-selected leads
Update lead status to working for email-selected leads
Your leads with an email selection remain at New status, leaving outreach unprioritized and event opportunities unassigned. Move those leads to Working so reps can begin outreach the same day.
Overview
When prospects indicate they prefer email, your project managers need to act immediately to convert interest into booked event work. This flow promotes those leads into a follow-up stage so reps can start outreach the same day and reduce missed opportunities.