Product Updates

Automatically Set Lead Status

We've introduced a new action to our Workflows: the option to automatically update a Lead's status. Now, you can configure Workflows to automatically change the status of a Lead at one point or multiple points in your Workflow. This means less manual work and more accurate categorization of your Leads.

As an example, at the start of a Workflow, you might set a Lead's status to "Potential" or "Actively Working." And, if a Lead reaches the end of the Workflow without engaging or responding, their status could automatically change to "Unresponsive."

This new action is all about making sure your Leads are always sorted correctly, without you having to keep tabs on manually updating their status.

Our goal with this update is to save you time and ensure that your lead management process is as seamless as possible.

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