Update offboarded lead status and log offboarding details
Update offboarded lead status and log offboarding details
Your CSM offboarding activities often sit as standalone CRM notes, so high-priority reactivation prospects go unflagged and reports fall out of date. This creates lead status flags and spreadsheet rows so CSMs can prioritize reactivation the same day.
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Overview
Offboarding activities frequently hide reactivation potential when they remain as freeform notes. This flow turns those activities into prioritized lead statuses and standardized spreadsheet rows so CSMs and coordinators can act on high-value prospects the same day.