Overview:
These two housekeeping automations manage lead status changes without contacting the customer. They ensure your pipeline remains organized by automatically updating opportunities to lost or abandoned.
1. Estimate Delivered, No Response:
Automatically tagged as no response and updated to lost status.
2. Abandoned Leads:
Automatically tagged as abandoned and marked accordingly in the pipeline.
Visibility Tip:
Uncheck the filter settings in your pipeline to view all leads, including lost and abandoned.