Update referral lead status to qualified in CRM
Update referral lead status to qualified in CRM
Your referral leads sit unqualified when partners force a qualify flag, leaving reps without context. It marks leads approved, updates CRM and a processing sheet so reps can outreach same day.
Overview
When partners force-qualify referrals, records can remain stale and reps waste time vetting them. This flow immediately marks force-qualified referrals approved, updates CRM and logs the decision so sales reps can start outreach same day.