Update lead tracker for purchased trials and owners
Update lead tracker for purchased trials and owners
Your trial leads reach the tracker without purchase flags or owners, causing outreach confusion. The workflow marks buyers and assigns priority so coordinators can begin onboarding same day.
Overview
When a trial converts to a purchase, your lead tracker must reflect that change instantly so coordinators can act. This flow updates the tracker, marks buyers, and sets priority automatically, enabling onboarding to start same day.